Wr Wealth Planners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 29 shares of VYM stock, worth $3,775. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29
Previous 391
92.58%
Holding current value
$3,775
Previous $50,000
94.0%
% of portfolio
0.0%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding VYM
# of Institutions
1,955Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$1.97 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.79 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.27 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$940 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$735 Million0.3% of portfolio