Clientfirst Wealth Management, LLC Vanguard Ftse Developed Market Transaction History
Clientfirst Wealth Management, LLC
- $87.5 Million
- Q1 2025
A detailed history of Clientfirst Wealth Management, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 38,712 shares of VEA stock, worth $2.15 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
38,712
Previous 36,712
5.45%
Holding current value
$2.15 Million
Previous $1.76 Million
12.08%
% of portfolio
2.25%
Previous 1.79%
Shares
8 transactions
Others Institutions Holding VEA
# of Institutions
2,701Shares Held
2.24BCall Options Held
257KPut Options Held
199K-
Bank Of America Corp Charlotte, NC189MShares$10.5 Billion0.79% of portfolio
-
Creative Planning Overland Park, KS138MShares$7.69 Billion6.64% of portfolio
-
Betterment LLC New York, NY134MShares$7.45 Billion16.16% of portfolio
-
Envestnet Asset Management Inc98.7MShares$5.49 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA65.3MShares$3.63 Billion0.77% of portfolio