Clearstead Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Clearstead Advisors, LLC holds 98,735 shares of VYM stock, worth $12.7 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
98,735
Previous 96,945
1.85%
Holding current value
$12.7 Million
Previous $11.5 Million
10.09%
% of portfolio
0.2%
Previous 0.2%
Shares
13 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.46 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.25 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$696 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$649 Million0.21% of portfolio