Kovitz Investment Group Partners, LLC Vanguard Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 908,739 shares of VGSH stock, worth $52.8 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
908,739
Previous 14,394
6213.32%
Holding current value
$52.8 Million
Previous $834,000
6330.82%
% of portfolio
0.36%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
919Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$829 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$390 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio