Financial Planning & Information Services, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Financial Planning & Information Services, Inc.
- $725 Million
- Q3 2024
A detailed history of Financial Planning & Information Services, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 214,569 shares of VYM stock, worth $28.1 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
214,569
Previous 185,019
15.97%
Holding current value
$28.1 Million
Previous $21.9 Million
25.36%
% of portfolio
3.79%
Previous 3.35%
Shares
43 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares 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