Cfm Wealth Partners LLC Vanguard Whitehall Fds Intl Hi Transaction History
Cfm Wealth Partners LLC
- $568 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding VYMI
# of Institutions
554Shares Held
49.1MCall Options Held
4.3KPut Options Held
89.8K-
Morgan Stanley New York, NY4.26MShares$290 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$246 Million0.02% of portfolio
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Orgel Wealth Management, LLC2.51MShares$171 Million4.79% of portfolio
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Envestnet Asset Management Inc1.81MShares$123 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.76MShares$119 Million0.03% of portfolio