Eisner Amper Wealth Management Corporate Benefits, LLC Vanguard Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 04, 2023	BUY	$57.32 - $58.77 $1.38 Million - $1.42 Million	24,080 New	24,080 $1.41 Million
Q1 2019 Apr 01, 2019	SELL	N/A	-53,079 Closed	0 $0
Q4 2018 Jan 02, 2019	BUY	N/A	53,079 New	53,079 $3.19 Million

Others Institutions Holding VGSH

# of Institutions

943

Shares Held

236M

Call Options Held

21.5K

Put Options Held

Morgan Stanley New York, NY

20.6M
Shares

$1.2 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$830 Million
0.07% of portfolio
Orgel Wealth Management, LLC

7.41M
Shares

$431 Million
11.67% of portfolio
Goldman Sachs Group Inc New York, NY

6.72M
Shares

$391 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.59M
Shares

$384 Million
0.03% of portfolio

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