Up Strategic Wealth Investment Advisors LLC Vanguard Ftse Developed Market Transaction History
Up Strategic Wealth Investment Advisors LLC
- $100 Billion
- Q4 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 336,096 shares of VEA stock, worth $17.7 Million. This represents 16.07% of its overall portfolio holdings.
Number of Shares
336,096
Previous 240,565
39.71%
Holding current value
$17.7 Million
Previous $12.7 Billion
26.51%
% of portfolio
16.07%
Previous 14.22%
Shares
5 transactions
Others Institutions Holding VEA
# of Institutions
2,574Shares Held
2.15BCall Options Held
170KPut Options Held
101K-
Bank Of America Corp Charlotte, NC175MShares$9.22 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS143MShares$7.53 Billion6.68% of portfolio
-
Betterment LLC New York, NY137MShares$7.23 Billion15.81% of portfolio
-
Envestnet Asset Management Inc98.1MShares$5.16 Billion1.56% of portfolio
-
Wells Fargo & Company San Francisco, CA65.3MShares$3.43 Billion0.72% of portfolio