Investment Advisory Group, LLC Vanguard Transaction History
Investment Advisory Group, LLC
- $282 Million
- Q3 2024
A detailed history of Investment Advisory Group, LLC transactions in Vanguard stock. As of the latest transaction made, Investment Advisory Group, LLC holds 44,253 shares of VGSH stock, worth $2.59 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
44,253
Previous 41,483
6.68%
Holding current value
$2.59 Million
Previous $2.41 Million
8.57%
% of portfolio
0.92%
Previous 0.95%
Shares
8 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