Lowe Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Lowe Wealth Advisors, LLC
- $230 Million
- Q3 2024
A detailed history of Lowe Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 25,841 shares of VYM stock, worth $3.33 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
25,841
Previous 24,540
5.3%
Holding current value
$3.33 Million
Previous $2.91 Million
13.81%
% of portfolio
1.44%
Previous 1.34%
Shares
10 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares 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