Hb Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Hb Wealth Management, LLC
- $9.29 Billion
- Q3 2024
A detailed history of Hb Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Hb Wealth Management, LLC holds 65,021 shares of VYM stock, worth $8.69 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
65,021
Previous 60,695
7.13%
Holding current value
$8.69 Million
Previous $7.2 Million
15.8%
% of portfolio
0.09%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding VYM
# of Institutions
1,797Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$721 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$672 Million0.21% of portfolio