Pb Mares Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History
Pb Mares Wealth Management LLC
- $474 Million
- Q3 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 3,375 shares of VYM stock, worth $441,112. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,375
Previous 3,374
0.03%
Holding current value
$441,112
Previous $400,000
8.0%
% of portfolio
0.09%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding VYM
# of Institutions
1,795Shares 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$1.26 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$706 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$657 Million0.21% of portfolio