Ridgecrest Wealth Partners, LLC Vanguard Transaction History
Ridgecrest Wealth Partners, LLC
- $166 Million
- Q2 2024
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
905Shares Held
236MCall Options Held
15.1KPut Options Held
70.6K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$468 Million0.08% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$420 Million10.99% of portfolio
-
Envestnet Asset Management Inc6.57MShares$385 Million0.14% of portfolio