All Gen Financial Advisors, Inc. Vanguard Transaction History
All Gen Financial Advisors, Inc.
- $308 Billion
- Q3 2024
A detailed history of All Gen Financial Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, All Gen Financial Advisors, Inc. holds 323,789 shares of VGSH stock, worth $18.8 Million. This represents 6.2% of its overall portfolio holdings.
Number of Shares
323,789
Previous 420,812
23.06%
Holding current value
$18.8 Million
Previous $24.4 Billion
21.69%
% of portfolio
6.2%
Previous 9.26%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
918Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$828 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$416 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$390 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio