Financial Synergies Wealth Advisors, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 1,700 shares of VYM stock, worth $218,756. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,700
Previous 1,700
-0.0%
Holding current value
$218,756
Previous $202 Million
8.09%
% of portfolio
0.03%
Previous 0.03%
Shares
1 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