Optivise Advisory Services LLC Vanguard Whitehall Fds (Vangua Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Optivise Advisory Services LLC holds 3,762 shares of VYM stock, worth $496,019. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,762Holding current value
$496,019% of portfolio
0.25%Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,792Shares Held
179MCall Options Held
1.78MPut Options Held
522K-
Sumitomo Life Insurance CO15.1MShares$2 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.49 Billion0.12% of portfolio
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Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC5.4MShares$712 Million0.32% of portfolio
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Envestnet Asset Management Inc5.03MShares$663 Million0.21% of portfolio