Falcon Wealth Planning Vanguard Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in Vanguard stock. As of the latest transaction made, Falcon Wealth Planning holds 673,965 shares of VGSH stock, worth $39.4 Million. This represents 4.99% of its overall portfolio holdings.
Number of Shares
673,965
Previous 647,176
4.14%
Holding current value
$39.4 Million
Previous $37.5 Million
5.99%
% of portfolio
4.99%
Previous 4.88%
Shares
16 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