Dynasty Wealth Management, LLC Vanguard Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 111,879 shares of VGSH stock, worth $6.54 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
111,879
Previous 236,657
52.73%
Holding current value
$6.54 Million
Previous $14 Billion
53.4%
% of portfolio
0.11%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
982Shares Held
263MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio