Strategic Financial Concepts, LLC Vanguard Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 279,485 shares of VGSH stock, worth $16.4 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
279,485Holding current value
$16.4 Million% of portfolio
0.05%Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,002Shares Held
254MCall 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$418 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio