Cascade Financial Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 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 65,620 shares of VYM stock, worth $8.19 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
65,620
Previous 65,884
0.4%
Holding current value
$8.19 Million
Previous $7.65 Billion
1.74%
% of portfolio
1.02%
Previous 1.1%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,716Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.89 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.37 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.18 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$652 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$624 Million0.21% of portfolio