Bright Futures Wealth Management, Llc. Vanguard Transaction History
Bright Futures Wealth Management, Llc.
- $198 Million
- Q3 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 7,990 shares of VGSH stock, worth $465,257. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,990
Previous 6,779
17.86%
Holding current value
$465,257
Previous $393,000
19.85%
% of portfolio
0.24%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
237MCall Options Held
15.1KPut Options Held
70.6K-
Morgan Stanley New York, NY20.9MShares$1.22 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.13 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$465 Million0.08% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Envestnet Asset Management Inc6.57MShares$383 Million0.14% of portfolio