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 $16.2 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
279,485Holding current value
$16.2 Million% of portfolio
0.05%Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
955Shares Held
257MCall Options Held
21.5KPut Options Held
6K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.19 Billion0.18% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$431 Million11.67% of portfolio
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Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL5.4MShares$314 Million0.05% of portfolio