Provence Wealth Management Group Vanguard Whitehall Fds (Vangua Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Provence Wealth Management Group holds 253 shares of VYM stock, worth $30,074. This represents 0.02% of its overall portfolio holdings.
Number of Shares
253
Previous 5,817
95.65%
Holding current value
$30,074
Previous $601,000
95.34%
% of portfolio
0.02%
Previous 0.37%
Shares
7 transactions
Others Institutions Holding VYM
# of Institutions
1,704Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.8 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.3 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$594 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$587 Million0.23% of portfolio