Strategic Family Wealth Counselors, L.L.C. Vanguard Whitehall Fds (Vangua Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $281 Million
- Q3 2024
A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 75,897 shares of VYM stock, worth $9.57 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
75,897
Previous 71,065
6.8%
Holding current value
$9.57 Million
Previous $8.43 Million
15.44%
% of portfolio
3.46%
Previous 3.24%
Shares
24 transactions
Others Institutions Holding VYM
# of Institutions
1,801Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.91 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.43 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.22 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$681 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$634 Million0.21% of portfolio