Cascade Financial Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 65,793 shares of VYM stock, worth $8.71 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
65,793
Previous 66,635
1.26%
Holding current value
$8.71 Million
Previous $8.67 Billion
3.22%
% of portfolio
1.09%
Previous 1.09%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,866Shares Held
189MCall Options Held
1.89MPut Options Held
394K-
Sumitomo Life Insurance CO15.1MShares$2 Billion36.56% 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
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$956 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$714 Million0.32% of portfolio