Capital Advisors Wealth Management, LLC Vanguard Ftse Developed Market Transaction History
Capital Advisors Wealth Management, LLC
- $560 Million
- Q1 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 18,537 shares of VEA stock, worth $971,894. This represents 0.17% of its overall portfolio holdings.
Number of Shares
18,537
Previous 16,722
10.85%
Holding current value
$971,894
Previous $799,000
17.9%
% of portfolio
0.17%
Previous 0.14%
Shares
17 transactions
Others Institutions Holding VEA
# of Institutions
2,619Shares Held
2.21BCall Options Held
170KPut Options Held
101K-
Bank Of America Corp Charlotte, NC175MShares$9.2 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS143MShares$7.51 Billion6.68% of portfolio
-
Betterment LLC New York, NY137MShares$7.21 Billion15.81% of portfolio
-
Envestnet Asset Management Inc98.1MShares$5.14 Billion1.56% of portfolio
-
Wells Fargo & Company San Francisco, CA65.3MShares$3.42 Billion0.72% of portfolio