David Katz Vanguard Ftse Developed Market Transaction History
Matrix Asset Advisors Inc
- $882 Million
- Q3 2024
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 180,407 shares of VEA stock, worth $8.87 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
180,407
Previous 158,791
13.61%
Holding current value
$8.87 Million
Previous $7.85 Million
21.41%
% of portfolio
1.08%
Previous 0.94%
Shares
15 transactions
Others Institutions Holding VEA
# of Institutions
2,379Shares Held
2.11BCall Options Held
217KPut Options Held
607K-
Bank Of America Corp Charlotte, NC165MShares$8.09 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS145MShares$7.13 Billion7.61% of portfolio
-
Betterment LLC New York, NY127MShares$6.26 Billion16.17% of portfolio
-
Envestnet Asset Management Inc96.5MShares$4.74 Billion1.69% of portfolio
-
Jones Financial Companies Lllp67.1MShares$3.3 Billion3.64% of portfolio