Axxcess Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 2,222 shares of VYM stock, worth $293,037. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,222
Previous 1,953
13.77%
Holding current value
$293,037
Previous $231,000
22.94%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding VYM
# of Institutions
1,831Shares Held
181MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.49 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$712 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$663 Million0.21% of portfolio