Cypress Wealth Services, LLC Vanguard Whitehall Fds (Vangua Transaction History
Cypress Wealth Services, LLC
- $474 Million
- Q4 2024
A detailed history of Cypress Wealth Services, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 43,966 shares of VYM stock, worth $5.86 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
43,966
Previous 45,080
2.47%
Holding current value
$5.86 Million
Previous $5.78 Million
2.94%
% of portfolio
1.18%
Previous 1.23%
Shares
28 transactions
Others Institutions Holding VYM
# of Institutions
1,938Shares 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$1.83 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$963 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$752 Million0.3% of portfolio