Spire Wealth Management Vanguard Transaction History
Spire Wealth Management
- $2.95 Billion
- Q3 2024
A detailed history of Spire Wealth Management transactions in Vanguard stock. As of the latest transaction made, Spire Wealth Management holds 660,746 shares of VGSH stock, worth $38.5 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
660,746
Previous 301,030
119.5%
Holding current value
$38.5 Million
Previous $17.5 Million
123.4%
% of portfolio
1.32%
Previous 0.62%
Shares
15 transactions
Others Institutions Holding VGSH
# of Institutions
917Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio