Org Wealth Partners, LLC Vanguard Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
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 $23,032. This represents 0.02% of its overall portfolio holdings.
Number of Shares
395
Previous 395
-0.0%
Holding current value
$23,032
Previous $23.3 Million
99.91%
% of portfolio
0.02%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
929Shares Held
231MCall 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$832 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$392 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio