Carlsbad Wealth Advisory Group, Inc. Vanguard Ftse Developed Market Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 328,080 shares of VEA stock, worth $15.6 Million. This represents 9.77% of its overall portfolio holdings.
Number of Shares
328,080Holding current value
$15.6 Million% of portfolio
9.77%Shares
1 transactions
Others Institutions Holding VEA
# of Institutions
2,384Shares Held
2.11BCall Options Held
217KPut Options Held
607K-
Bank Of America Corp Charlotte, NC165MShares$7.83 Billion0.73% of portfolio
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Creative Planning Overland Park, KS145MShares$6.9 Billion7.61% of portfolio
-
Betterment LLC New York, NY127MShares$6.06 Billion16.17% of portfolio
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Envestnet Asset Management Inc96.5MShares$4.59 Billion1.69% of portfolio
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Jones Financial Companies Lllp67.1MShares$3.19 Billion3.64% of portfolio