Luminvest Wealth Management LLC Vanguard Ftse Developed Market Transaction History
Luminvest Wealth Management LLC
- $241 Billion
- Q3 2024
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 35,243 shares of VEA stock, worth $1.7 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
35,243
Previous 25,514
38.13%
Holding current value
$1.7 Million
Previous $1.26 Billion
47.07%
% of portfolio
0.77%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding VEA
# of Institutions
2,385Shares Held
2.11BCall Options Held
217KPut Options Held
607K-
Bank Of America Corp Charlotte, NC165MShares$7.92 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS145MShares$6.98 Billion7.61% of portfolio
-
Betterment LLC New York, NY127MShares$6.13 Billion16.17% of portfolio
-
Envestnet Asset Management Inc96.5MShares$4.64 Billion1.69% of portfolio
-
Jones Financial Companies Lllp67.1MShares$3.23 Billion3.64% of portfolio