Dynasty Wealth Management, LLC Vanguard Transaction History
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 213,829 shares of VGSH stock, worth $12.5 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
213,829
Previous 457,188
53.23%
Holding current value
$12.5 Million
Previous $26.5 Billion
53.29%
% of portfolio
0.37%
Previous 0.85%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
904Shares 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$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$467 Million0.08% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$419 Million10.99% of portfolio
-
Envestnet Asset Management Inc6.57MShares$384 Million0.14% of portfolio