Spartan Planning & Wealth Management Vanguard Transaction History
Spartan Planning & Wealth Management
- $99.2 Million
- Q1 2025
A detailed history of Spartan Planning & Wealth Management transactions in Vanguard stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 77,568 shares of VGSH stock, worth $4.55 Million. This represents 4.59% of its overall portfolio holdings.
Number of Shares
77,568Holding current value
$4.55 Million% of portfolio
4.59%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
988Shares Held
254MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$435 Million11.67% of portfolio
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Bank Of America Corp Charlotte, NC7.13MShares$418 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio