Optivise Advisory Services LLC Vanguard Whitehall Fds (Vangua Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Optivise Advisory Services LLC holds 4,060 shares of VYM stock, worth $539,614. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,060
Previous 3,762
7.92%
Holding current value
$539,614
Previous $482 Million
7.41%
% of portfolio
0.28%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,944Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.01 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.83 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$960 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$750 Million0.3% of portfolio