Creative One Wealth, LLC Vanguard Whitehall Fds (Vangua Transaction History
Creative One Wealth, LLC
- $1.97 Billion
- Q2 2024
A detailed history of Creative One Wealth, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Creative One Wealth, LLC holds 96,274 shares of VYM stock, worth $12.3 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
96,274
Previous 102,016
5.63%
Holding current value
$12.3 Million
Previous $12.3 Million
7.49%
% of portfolio
0.58%
Previous 0.49%
Shares
17 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.93 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.41 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.21 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$667 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$639 Million0.21% of portfolio