Heritage Oak Wealth Advisors LLC Vanguard Ftse Developed Market Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 6,829 shares of VEA stock, worth $342,474. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,829Holding current value
$342,474% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding VEA
# of Institutions
2,339Shares Held
2.14BCall Options Held
174KPut Options Held
609K-
Bank Of America Corp Charlotte, NC163MShares$8.15 Billion0.72% of portfolio
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Creative Planning Overland Park, KS145MShares$7.28 Billion7.61% of portfolio
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Betterment LLC New York, NY125MShares$6.25 Billion15.95% of portfolio
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Envestnet Asset Management Inc96.5MShares$4.84 Billion1.69% of portfolio
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Jones Financial Companies Lllp65.1MShares$3.26 Billion3.72% of portfolio