Luminvest Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History
Luminvest Wealth Management LLC
- $248 Billion
- Q4 2024
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 9,054 shares of VYM stock, worth $1.21 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
9,054
Previous 9,051
0.03%
Holding current value
$1.21 Million
Previous $1.16 Billion
0.55%
% of portfolio
0.47%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,906Shares Held
191MCall Options Held
1.77MPut Options Held
395K-
Sumitomo Life Insurance CO15.1MShares$2.03 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.52 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$967 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$756 Million0.3% of portfolio