Global Wealth Management Investment Advisory, Inc. Vanguard Transaction History
Global Wealth Management Investment Advisory, Inc.
- $482 Million
- Q4 2024
A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Vanguard stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 443,261 shares of VGSH stock, worth $25.9 Million. This represents 5.36% of its overall portfolio holdings.
Number of Shares
443,261
Previous 416,079
6.53%
Holding current value
$25.9 Million
Previous $24.6 Million
5.02%
% of portfolio
5.36%
Previous 5.32%
Shares
26 transactions
Others Institutions Holding VGSH
# of Institutions
931Shares Held
230MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$833 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$392 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$385 Million0.03% of portfolio