Burkett Financial Services, LLC Vanguard Whitehall Fds (Vangua Transaction History
Burkett Financial Services, LLC
- $245 Billion
- Q4 2024
A detailed history of Burkett Financial Services, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Burkett Financial Services, LLC holds 12,933 shares of VYM stock, worth $1.71 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
12,933
Previous 12,888
0.35%
Holding current value
$1.71 Million
Previous $1.65 Billion
0.13%
% of portfolio
0.67%
Previous 0.68%
Shares
5 transactions
Others Institutions Holding VYM
# of Institutions
1,807Shares Held
180MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.5 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$713 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$664 Million0.21% of portfolio