Cws Financial Advisors, LLC Vanguard Transaction History
Cws Financial Advisors, LLC
- $347 Million
- Q3 2025
A detailed history of Cws Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 56,706 shares of VGSH stock, worth $3.33 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
56,706
Previous 54,192
4.64%
Holding current value
$3.33 Million
Previous $3.19 Million
4.77%
% of portfolio
0.96%
Previous 0.96%
Shares
11 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
268MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio