Atticus Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Atticus Wealth Management, LLC
- $285 Million
- Q3 2024
A detailed history of Atticus Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 28,539 shares of VYM stock, worth $3.68 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
28,539
Previous 28,065
1.69%
Holding current value
$3.68 Million
Previous $3.33 Million
9.92%
% of portfolio
1.28%
Previous 1.25%
Shares
19 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.46 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.25 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$696 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$649 Million0.21% of portfolio