Cyndeo Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 3,133 shares of VYM stock, worth $403,154. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,133
Previous 3,133
-0.0%
Holding current value
$403,154
Previous $379,000
2.11%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,721Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.42 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.22 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$672 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$643 Million0.21% of portfolio