Montag A & Associates Inc Vanguard Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
A detailed history of Montag A & Associates Inc transactions in Vanguard stock. As of the latest transaction made, Montag A & Associates Inc holds 237,044 shares of VGSH stock, worth $13.8 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
237,044
Previous 252,263
6.03%
Holding current value
$13.8 Million
Previous $14.9 Million
7.37%
% of portfolio
0.66%
Previous 0.71%
Shares
14 transactions
Others Institutions Holding VGSH
# of Institutions
935Shares 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