Winch Advisory Services, LLC Vanguard Whitehall Fds (Vangua Transaction History
Winch Advisory Services, LLC
- $345 Million
- Q3 2024
A detailed history of Winch Advisory Services, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1,598 shares of VYM stock, worth $213,524. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,598
Previous 1,588
0.63%
Holding current value
$213,524
Previous $188,000
8.51%
% of portfolio
0.06%
Previous 0.06%
Shares
28 transactions
Others Institutions Holding VYM
# of Institutions
1,797Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$721 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$672 Million0.21% of portfolio