Fingerlakes Wealth Management, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Fingerlakes Wealth Management, Inc.
- $120 Million
- Q3 2024
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 5,150 shares of VYM stock, worth $654,668. This represents 0.55% of its overall portfolio holdings.
Number of Shares
5,150
Previous 5,142
0.16%
Holding current value
$654,668
Previous $609,000
8.37%
% of portfolio
0.55%
Previous 0.55%
Shares
11 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.92 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.44 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.23 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$686 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$639 Million0.21% of portfolio