Pinnacle Wealth Management Advisory Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.05 Billion
- Q4 2024
A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 292,873 shares of VYM stock, worth $38.8 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
292,873
Previous 283,036
3.48%
Holding current value
$38.8 Million
Previous $36.3 Million
2.98%
% of portfolio
3.55%
Previous 3.49%
Shares
31 transactions
Others Institutions Holding VYM
# of Institutions
1,837Shares Held
181MCall Options Held
1.89MPut Options Held
525K-
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
-
Lpl Financial LLC Fort Mill, SC5.4MShares$715 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$666 Million0.21% of portfolio