Monterey Private Wealth, Inc. Vanguard Ftse Developed Market Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 540,595 shares of VEA stock, worth $27.7 Million. This represents 10.01% of its overall portfolio holdings.
Number of Shares
540,595
Previous 511,532
5.68%
Holding current value
$27.7 Million
Previous $25.7 Million
4.1%
% of portfolio
10.01%
Previous 10.32%
Shares
18 transactions
Others Institutions Holding VEA
# of Institutions
2,295Shares Held
2.11BCall Options Held
174KPut Options Held
77.9K-
Bank Of America Corp Charlotte, NC163MShares$8.34 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS140MShares$7.17 Billion7.38% of portfolio
-
Betterment LLC New York, NY125MShares$6.4 Billion15.95% of portfolio
-
Envestnet Asset Management Inc94.6MShares$4.85 Billion1.66% of portfolio
-
Jones Financial Companies Lllp65.1MShares$3.34 Billion3.72% of portfolio