Up Strategic Wealth Investment Advisors LLC Vanguard Ftse Developed Market Transaction History
Up Strategic Wealth Investment Advisors LLC
- $112 Billion
- Q1 2025
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 423,681 shares of VEA stock, worth $24.6 Million. This represents 19.15% of its overall portfolio holdings.
Number of Shares
423,681
Previous 336,096
26.06%
Holding current value
$24.6 Million
Previous $16.1 Billion
33.99%
% of portfolio
19.15%
Previous 16.07%
Shares
6 transactions
Others Institutions Holding VEA
# of Institutions
2,785Shares Held
2.25BCall Options Held
257KPut Options Held
203K-
Bank Of America Corp Charlotte, NC189MShares$11 Billion0.79% of portfolio
-
Betterment LLC New York, NY134MShares$7.77 Billion16.16% of portfolio
-
Creative Planning Overland Park, KS132MShares$7.66 Billion6.49% of portfolio
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Envestnet Asset Management Inc99.7MShares$5.78 Billion1.74% of portfolio
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Wells Fargo & Company San Francisco, CA65.3MShares$3.79 Billion0.77% of portfolio