Ruedi Wealth Management, Inc. Vanguard Transaction History
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 13,411 shares of VGSH stock, worth $781,995. This represents 0.27% of its overall portfolio holdings.
Number of Shares
13,411
Previous 13,790
2.75%
Holding current value
$781,995
Previous $800 Million
1.02%
% of portfolio
0.27%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding VGSH
# of Institutions
928Shares 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