Strategic Financial Concepts, LLC Vanguard Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 279,485 shares of VGSH stock, worth $16.3 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
279,485Holding current value
$16.3 Million% of portfolio
0.05%Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
927Shares Held
233MCall 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$833 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$392 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$385 Million0.03% of portfolio