Wealth Plan Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
A detailed history of Wealth Plan Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 2,737 shares of VYM stock, worth $363,856. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,737Holding current value
$363,856% of portfolio
0.05%Shares
20 transactions
Others Institutions Holding VYM
# of Institutions
1,807Shares Held
180MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.01 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
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Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC5.4MShares$718 Million0.32% of portfolio
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Envestnet Asset Management Inc5.03MShares$668 Million0.21% of portfolio