Forthright Family Wealth Advisory LLC Vanguard Ftse Developed Market Transaction History
Forthright Family Wealth Advisory LLC
- $138 Million
- Q4 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 27,163 shares of VEA stock, worth $1.42 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
27,163
Previous 28,385
4.31%
Holding current value
$1.42 Million
Previous $1.44 Billion
99.91%
% of portfolio
0.94%
Previous 0.93%
Shares
5 transactions
Others Institutions Holding VEA
# of Institutions
2,578Shares Held
2.15BCall Options Held
170KPut Options Held
101K-
Bank Of America Corp Charlotte, NC175MShares$9.16 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS143MShares$7.48 Billion6.68% of portfolio
-
Betterment LLC New York, NY137MShares$7.18 Billion15.81% of portfolio
-
Envestnet Asset Management Inc98.1MShares$5.12 Billion1.56% of portfolio
-
Wells Fargo & Company San Francisco, CA65.3MShares$3.41 Billion0.72% of portfolio