Up Strategic Wealth Investment Advisors LLC Vanguard Ftse Developed Market Transaction History
Up Strategic Wealth Investment Advisors LLC
- $66 Billion
- Q2 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 156,509 shares of VEA stock, worth $7.69 Million. This represents 11.72% of its overall portfolio holdings.
Number of Shares
156,509
Previous 140,929
11.06%
Holding current value
$7.69 Million
Previous $7.07 Billion
9.4%
% of portfolio
11.72%
Previous 11.57%
Shares
3 transactions
Others Institutions Holding VEA
# of Institutions
2,357Shares Held
2.11BCall Options Held
174KPut Options Held
609K-
Bank Of America Corp Charlotte, NC163MShares$7.99 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS145MShares$7.13 Billion7.61% of portfolio
-
Betterment LLC New York, NY125MShares$6.12 Billion15.95% of portfolio
-
Envestnet Asset Management Inc96.5MShares$4.74 Billion1.69% of portfolio
-
Jones Financial Companies Lllp67.1MShares$3.3 Billion3.64% of portfolio