Talisman Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 45,414 shares of VYM stock, worth $5.59 Million. This represents 6.25% of its overall portfolio holdings.
Number of Shares
45,414
Previous 44,364
2.37%
Holding current value
$5.59 Million
Previous $5.37 Million
0.35%
% of portfolio
6.25%
Previous 6.77%
Shares
7 transactions
Others Institutions Holding VYM
# of Institutions
1,716Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.86 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.35 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.16 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$643 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$615 Million0.21% of portfolio