Curtis Advisory Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Curtis Advisory Group, LLC
- $334 Million
- Q3 2024
A detailed history of Curtis Advisory Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 7,666 shares of VYM stock, worth $1.01 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,666
Previous 7,666
-0.0%
Holding current value
$1.01 Million
Previous $909,000
8.03%
% of portfolio
0.29%
Previous 0.34%
Shares
13 transactions
Others Institutions Holding VYM
# of Institutions
1,837Shares Held
181MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.5 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$715 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$666 Million0.21% of portfolio