Spire Wealth Management Vanguard Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
A detailed history of Spire Wealth Management transactions in Vanguard stock. As of the latest transaction made, Spire Wealth Management holds 342,616 shares of VGSH stock, worth $19.9 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
342,616
Previous 452,653
24.31%
Holding current value
$19.9 Million
Previous $26.4 Million
24.65%
% of portfolio
0.66%
Previous 0.91%
Shares
13 transactions
Others Institutions Holding VGSH
# of Institutions
883Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$397 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio