Beam Wealth Advisors, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Beam Wealth Advisors, Inc.
- $166 Million
- Q1 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 2,862 shares of VYM stock, worth $340,005. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,862
Previous 2,849
0.46%
Holding current value
$340,005
Previous $318,000
8.81%
% of portfolio
0.21%
Previous 0.2%
Shares
12 transactions
Others Institutions Holding VYM
# of Institutions
1,705Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.8 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.3 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$593 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$587 Million0.23% of portfolio