Williams Jones Wealth Management, Llc. Vanguard Whitehall Fds (Vangua Transaction History
Williams Jones Wealth Management, Llc.
- $8.14 Billion
- Q4 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 61,147 shares of VYM stock, worth $8.02 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
61,147
Previous 64,397
5.05%
Holding current value
$8.02 Million
Previous $8.26 Million
5.5%
% of portfolio
0.1%
Previous 0.1%
Shares
22 transactions
Others Institutions Holding VYM
# of Institutions
1,952Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$1.99 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.8 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.28 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$948 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$741 Million0.3% of portfolio