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 $3.47 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
25,841
Previous 24,540
5.3%
Holding current value
$3.47 Million
Previous $2.91 Million
13.81%
% of portfolio
1.44%
Previous 1.34%
Shares
10 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.03 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.52 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.3 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$725 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$675 Million0.21% of portfolio