Bright Futures Wealth Management, Llc. Vanguard Transaction History
Bright Futures Wealth Management, Llc.
- $101 Million
- Q4 2024
A detailed history of Bright Futures Wealth Management, Llc. transactions in Vanguard stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 5,776 shares of VGSH stock, worth $335,585. This represents 0.33% of its overall portfolio holdings.
Number of Shares
5,776
Previous 7,990
27.71%
Holding current value
$335,585
Previous $471,000
28.66%
% of portfolio
0.33%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
952Shares Held
256MCall Options Held
21.5KPut Options Held
6K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.19 Billion0.18% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$431 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL5.4MShares$314 Million0.05% of portfolio