Marcum Wealth, LLC Vanguard Whitehall Fds (Vangua Transaction History
Marcum Wealth, LLC
- $1.06 Billion
- Q3 2024
A detailed history of Marcum Wealth, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Marcum Wealth, LLC holds 8,039 shares of VYM stock, worth $1.03 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,039
Previous 8,202
1.99%
Holding current value
$1.03 Million
Previous $972,000
5.97%
% of portfolio
0.1%
Previous 0.1%
Shares
18 transactions
Others Institutions Holding VYM
# of Institutions
1,745Shares Held
174MCall Options Held
1.59MPut Options Held
278K-
Sumitomo Life Insurance CO15.1MShares$1.93 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.4 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.2 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$666 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$638 Million0.21% of portfolio