Discipline Wealth Solutions, LLC Vanguard Ftse Developed Market Transaction History
Discipline Wealth Solutions, LLC
- $109 Million
- Q1 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 182,731 shares of VEA stock, worth $9.22 Million. This represents 8.44% of its overall portfolio holdings.
Number of Shares
182,731
Previous 165,213
10.6%
Holding current value
$9.22 Million
Previous $7.91 Million
15.85%
% of portfolio
8.44%
Previous 7.88%
Shares
2 transactions
Others Institutions Holding VEA
# of Institutions
2,260Shares Held
2.06BCall Options Held
354KPut Options Held
184K-
Bank Of America Corp Charlotte, NC159MShares$8.03 Billion0.76% of portfolio
-
Creative Planning Overland Park, KS133MShares$6.72 Billion7.42% of portfolio
-
Betterment LLC New York, NY119MShares$6.02 Billion16.09% of portfolio
-
Envestnet Asset Management Inc94.6MShares$4.78 Billion1.8% of portfolio
-
Jones Financial Companies Lllp80.2MShares$4.05 Billion5.48% of portfolio