Investment Advisory Group, LLC Vanguard Transaction History
Investment Advisory Group, LLC
- $291 Million
- Q4 2024
A detailed history of Investment Advisory Group, LLC transactions in Vanguard stock. As of the latest transaction made, Investment Advisory Group, LLC holds 43,104 shares of VGSH stock, worth $2.52 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
43,104
Previous 44,253
2.6%
Holding current value
$2.52 Million
Previous $2.61 Million
3.98%
% of portfolio
0.86%
Previous 0.92%
Shares
9 transactions
Others Institutions Holding VGSH
# of Institutions
982Shares Held
259MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$434 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio