Org Wealth Partners, LLC Vanguard Transaction History
Org Wealth Partners, LLC
- $221 Million
- Q1 2025
A detailed history of Org Wealth Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Org Wealth Partners, LLC holds 395 shares of VGSH stock, worth $23,190. This represents 0.01% of its overall portfolio holdings.
Number of Shares
395
Previous 395
-0.0%
Holding current value
$23,190
Previous $22,000
4.55%
% of portfolio
0.01%
Previous 0.02%
Shares
1 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