Precedent Wealth Partners, LLC Vanguard Ftse Developed Market Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 196,815 shares of VEA stock, worth $9.87 Million. This represents 4.24% of its overall portfolio holdings.
Number of Shares
196,815
Previous 212,315
7.3%
Holding current value
$9.87 Million
Previous $10.2 Billion
2.91%
% of portfolio
4.24%
Previous 5.17%
Shares
2 transactions
Others Institutions Holding VEA
# of Institutions
2,259Shares Held
2.06BCall Options Held
354KPut Options Held
184K-
Bank Of America Corp Charlotte, NC159MShares$7.98 Billion0.76% of portfolio
-
Creative Planning Overland Park, KS133MShares$6.68 Billion7.42% of portfolio
-
Betterment LLC New York, NY119MShares$5.98 Billion16.09% of portfolio
-
Envestnet Asset Management Inc94.6MShares$4.75 Billion1.8% of portfolio
-
Jones Financial Companies Lllp80.2MShares$4.02 Billion5.48% of portfolio