Cm Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History
Cm Wealth Advisors LLC
- $210 Million
- Q2 2024
A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 4,805 shares of VYM stock, worth $618,307. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,805
Previous 5,480
12.32%
Holding current value
$618,307
Previous $663,000
14.18%
% of portfolio
0.27%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,721Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.42 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.22 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$672 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$643 Million0.21% of portfolio