San Luis Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History
San Luis Wealth Advisors LLC
- $528 Million
- Q4 2024
A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 2,588 shares of VYM stock, worth $342,547. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,588
Previous 2,410
7.39%
Holding current value
$342,547
Previous $309,000
6.8%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,845Shares 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