Lummis Asset Management, LP Vanguard Financial ETF Transaction History
Lummis Asset Management, LP
- $85.6 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding VFH
# of Institutions
685Shares Held
52.2MCall Options Held
45KPut Options Held
10.5K-
Bank Of America Corp Charlotte, NC23.4MShares$2.86 Billion0.22% of portfolio
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Morgan Stanley New York, NY2.75MShares$336 Million0.02% of portfolio
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Ubs Group Ag1.88MShares$230 Million0.05% of portfolio
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Beacon Capital Management, Inc.1.52MShares$186 Million7.19% of portfolio
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Wells Fargo & Company San Francisco, CA1.37MShares$167 Million0.03% of portfolio