David Katz Vanguard Whitehall Fds (Vangua Transaction History
Matrix Asset Advisors Inc
- $882 Million
- Q3 2024
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 65,726 shares of VYM stock, worth $8.6 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
65,726
Previous 60,199
9.18%
Holding current value
$8.6 Million
Previous $7.14 Million
18.03%
% of portfolio
0.96%
Previous 0.85%
Shares
18 transactions
Others Institutions Holding VYM
# of Institutions
1,796Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.98 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.48 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.27 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$707 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$658 Million0.21% of portfolio