Ruedi Wealth Management, Inc. Vanguard Transaction History
Ruedi Wealth Management, Inc.
- $317 Billion
- Q4 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 12,933 shares of VGSH stock, worth $756,321. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,933
Previous 13,411
3.56%
Holding current value
$756,321
Previous $792 Million
4.93%
% of portfolio
0.24%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding VGSH
# of Institutions
975Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio