Montz Harcus Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History
Montz Harcus Wealth Management LLC
- $153 Million
- Q2 2024
A detailed history of Montz Harcus Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 57,998 shares of VYM stock, worth $7.46 Million. This represents 4.5% of its overall portfolio holdings.
Number of Shares
57,998
Previous 56,848
2.02%
Holding current value
$7.46 Million
Previous $6.88 Million
-0.0%
% of portfolio
4.5%
Previous 4.7%
Shares
11 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.42 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.22 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$672 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$643 Million0.21% of portfolio