Walled Lake Planning & Wealth Management, LLC Vanguard Whitehall Fds (Vangua Put Options Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VYM

# of Institutions

1,798

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

Sumitomo Life Insurance CO

15.1M
Shares

$2.04 Billion
38.16% of portfolio
Bank Of America Corp Charlotte, NC

11.3M
Shares

$1.53 Billion
0.12% of portfolio
Morgan Stanley New York, NY

9.68M
Shares

$1.3 Billion
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

5.4M
Shares

$728 Million
0.32% of portfolio
Envestnet Asset Management Inc

5.03M
Shares

$677 Million
0.21% of portfolio

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Account