Cm Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History
Cm Wealth Advisors LLC
- $299 Million
- Q4 2024
A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 4,805 shares of VYM stock, worth $642,764. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,805
Previous 4,805
-0.0%
Holding current value
$642,764
Previous $616,000
0.49%
% of portfolio
0.2%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,922Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.84 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$966 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$755 Million0.3% of portfolio