Heritage Financial Services, LLC Vanguard Ftse Developed Market Transaction History
Heritage Financial Services, LLC
- $732 Million
- Q3 2024
A detailed history of Heritage Financial Services, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Heritage Financial Services, LLC holds 16,333 shares of VEA stock, worth $808,483. This represents 0.12% of its overall portfolio holdings.
Number of Shares
16,333
Previous 16,947
3.62%
Holding current value
$808,483
Previous $837,000
2.99%
% of portfolio
0.12%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding VEA
# of Institutions
2,380Shares Held
2.11BCall Options Held
217KPut Options Held
607K-
Bank Of America Corp Charlotte, NC165MShares$8.15 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS145MShares$7.18 Billion7.61% of portfolio
-
Betterment LLC New York, NY127MShares$6.3 Billion16.17% of portfolio
-
Envestnet Asset Management Inc96.5MShares$4.78 Billion1.69% of portfolio
-
Jones Financial Companies Lllp67.1MShares$3.32 Billion3.64% of portfolio