Wms Partners, LLC Vanguard Transaction History
Wms Partners, LLC
- $1.51 Billion
- Q2 2024
A detailed history of Wms Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Wms Partners, LLC holds 33,805 shares of VGSH stock, worth $1.99 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
33,805
Previous 35,963
6.0%
Holding current value
$1.99 Million
Previous $2.09 Million
6.13%
% of portfolio
0.13%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding VGSH
# of Institutions
899Shares 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$403 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$387 Million0.14% of portfolio