Strategic Financial Concepts, LLC Vanguard Whitehall Fds (Vangua Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 2,953 shares of VYM stock, worth $375,385. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,953
Previous 365,925
99.19%
Holding current value
$375,385
Previous $338 Million
12.11%
% of portfolio
0.12%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.92 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.44 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.23 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$686 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$639 Million0.21% of portfolio