Vista Cima Wealth Management LLC Vanguard Transaction History
Vista Cima Wealth Management LLC
- $96.2 Billion
- Q4 2024
A detailed history of Vista Cima Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 13,582 shares of VGSH stock, worth $791,287. This represents 0.82% of its overall portfolio holdings.
Number of Shares
13,582Holding current value
$791,287% of portfolio
0.82%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
973Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.19 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.27 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$415 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$340 Million0.05% of portfolio