Lowe Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Lowe Wealth Advisors, LLC
- $232 Million
- Q4 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 26,437 shares of VYM stock, worth $3.5 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
26,437
Previous 25,841
2.31%
Holding current value
$3.5 Million
Previous $3.31 Million
1.84%
% of portfolio
1.45%
Previous 1.44%
Shares
11 transactions
Others Institutions Holding VYM
# of Institutions
1,842Shares Held
181MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.5 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$715 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$666 Million0.21% of portfolio