Lodestone Wealth Management LLC Vanguard Ftse Developed Market Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 2024
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 57,423 shares of VEA stock, worth $2.73 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
57,423
Previous 60,629
5.29%
Holding current value
$2.73 Million
Previous $3 Billion
1.21%
% of portfolio
1.52%
Previous 1.58%
Shares
8 transactions
Others Institutions Holding VEA
# of Institutions
2,384Shares Held
2.11BCall Options Held
217KPut Options Held
607K-
Bank Of America Corp Charlotte, NC165MShares$7.83 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS145MShares$6.9 Billion7.61% of portfolio
-
Betterment LLC New York, NY127MShares$6.06 Billion16.17% of portfolio
-
Envestnet Asset Management Inc96.5MShares$4.59 Billion1.69% of portfolio
-
Jones Financial Companies Lllp67.1MShares$3.19 Billion3.64% of portfolio