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 $23.3 Million. This represents 19.15% of its overall portfolio holdings.
Number of Shares
423,681
Previous 336,096
26.06%
Holding current value
$23.3 Million
Previous $16.1 Billion
33.99%
% of portfolio
19.15%
Previous 16.07%
Shares
6 transactions
Others Institutions Holding VEA
# of Institutions
2,704Shares Held
2.24BCall Options Held
257KPut Options Held
199K-
Bank Of America Corp Charlotte, NC189MShares$10.4 Billion0.79% of portfolio
-
Creative Planning Overland Park, KS138MShares$7.61 Billion6.64% of portfolio
-
Betterment LLC New York, NY134MShares$7.37 Billion16.16% of portfolio
-
Envestnet Asset Management Inc98.7MShares$5.43 Billion1.68% of portfolio
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Wells Fargo & Company San Francisco, CA65.3MShares$3.59 Billion0.77% of portfolio