Venturi Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 761 shares of VYM stock, worth $97,727. This represents 0.01% of its overall portfolio holdings.
Number of Shares
761
Previous 761
-0.0%
Holding current value
$97,727
Previous $90,000
7.78%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,799Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.94 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.46 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.24 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$693 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$646 Million0.21% of portfolio