True Wealth Financial Partners Vanguard Transaction History
True Wealth Financial Partners
- $159 Million
- Q4 2024
A detailed history of True Wealth Financial Partners transactions in Vanguard stock. As of the latest transaction made, True Wealth Financial Partners holds 18,032 shares of VGSH stock, worth $1.05 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
18,032Holding current value
$1.05 Million% of portfolio
0.66%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
974Shares 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$416 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio