Srs Capital Advisors, Inc. Vanguard Transaction History
Srs Capital Advisors, Inc.
- $977 Million
- Q2 2024
A detailed history of Srs Capital Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 21,535 shares of VGSH stock, worth $1.27 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
21,535
Previous 21,667
0.61%
Holding current value
$1.27 Million
Previous $1.26 Million
0.79%
% of portfolio
0.13%
Previous 0.14%
Shares
22 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$470 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$402 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$386 Million0.14% of portfolio