Montz Harcus Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History
Montz Harcus Wealth Management LLC
- $176 Million
- Q4 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 60,412 shares of VYM stock, worth $7.99 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
60,412
Previous 58,398
3.45%
Holding current value
$7.99 Million
Previous $7.49 Million
2.95%
% of portfolio
4.37%
Previous 4.42%
Shares
13 transactions
Others Institutions Holding VYM
# of Institutions
1,866Shares Held
189MCall Options Held
1.89MPut Options Held
394K-
Sumitomo Life Insurance CO15.1MShares$2 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.5 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL7.22MShares$956 Million0.35% of portfolio
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Lpl Financial LLC Fort Mill, SC5.4MShares$714 Million0.32% of portfolio