Curran Financial Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Curran Financial Partners, LLC
- $292 Million
- Q3 2024
A detailed history of Curran Financial Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Curran Financial Partners, LLC holds 34,978 shares of VYM stock, worth $4.58 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
34,978
Previous 34,086
2.62%
Holding current value
$4.58 Million
Previous $4.04 Million
10.94%
% of portfolio
1.53%
Previous 1.64%
Shares
16 transactions
Others Institutions Holding VYM
# of Institutions
1,796Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.98 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.48 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.27 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$707 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$658 Million0.21% of portfolio