Level Financial Advisors, Inc. Vanguard Transaction History
Level Financial Advisors, Inc.
- $271 Million
- Q1 2025
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 422,766 shares of VGSH stock, worth $24.8 Million. This represents 9.15% of its overall portfolio holdings.
Number of Shares
422,766
Previous 415,409
1.77%
Holding current value
$24.8 Million
Previous $24.2 Million
2.64%
% of portfolio
9.15%
Previous 9.6%
Shares
14 transactions
Others Institutions Holding VGSH
# of Institutions
1,005Shares Held
253MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$419 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$343 Million0.05% of portfolio