Strategic Financial Services, Inc, Vanguard Transaction History
Strategic Financial Services, Inc,
- $1.55 Billion
- Q1 2024
A detailed history of Strategic Financial Services, Inc, transactions in Vanguard stock. As of the latest transaction made, Strategic Financial Services, Inc, holds 3,501 shares of VGSH stock, worth $202,532. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,501
Previous 3,724
5.99%
Holding current value
$202,532
Previous $217,000
6.45%
% of portfolio
0.01%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.9 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$396 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$394 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$389 Million0.15% of portfolio