Curran Financial Partners, LLC Vanguard Transaction History
Curran Financial Partners, LLC
- $292 Million
- Q3 2024
A detailed history of Curran Financial Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Curran Financial Partners, LLC holds 28,099 shares of VGSH stock, worth $1.64 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
28,099
Previous 24,021
16.98%
Holding current value
$1.64 Million
Previous $1.39 Million
19.11%
% of portfolio
0.57%
Previous 0.57%
Shares
7 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