Integrated Wealth Concepts LLC Vanguard Whitehall Fds (Vangua Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 187,611 shares of VYM stock, worth $26.3 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
187,611
Previous 185,019
1.4%
Holding current value
$26.3 Million
Previous $23.9 Million
4.82%
% of portfolio
0.27%
Previous 0.3%
Shares
31 transactions
Others Institutions Holding VYM
# of Institutions
2,074Shares Held
194MCall Options Held
2.08MPut Options Held
216K-
Bank Of America Corp Charlotte, NC12.1MShares$1.69 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.97MShares$1.4 Billion0.09% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL7.98MShares$1.12 Billion1.5% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.49MShares$1.05 Billion0.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.17MShares$865 Million0.29% of portfolio