Wr Wealth Planners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 391 shares of VYM stock, worth $51,760. This represents 0.01% of its overall portfolio holdings.
Number of Shares
391
Previous 464
15.73%
Holding current value
$51,760
Previous $55,000
9.09%
% of portfolio
0.01%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding VYM
# of Institutions
1,758Shares Held
174MCall Options Held
1.59MPut Options Held
278K-
Sumitomo Life Insurance CO15.1MShares$2 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.46 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.25 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$715 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$666 Million0.21% of portfolio