Oakwell Private Wealth Management, LLC Vanguard Ftse Developed Market Transaction History
Oakwell Private Wealth Management, LLC
- $329 Million
- Q1 2024
A detailed history of Oakwell Private Wealth Management, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 744,840 shares of VEA stock, worth $37.3 Million. This represents 11.36% of its overall portfolio holdings.
Number of Shares
744,840
Previous 665,732
11.88%
Holding current value
$37.3 Million
Previous $31.9 Million
17.19%
% of portfolio
11.36%
Previous 11.15%
Shares
14 transactions
Others Institutions Holding VEA
# of Institutions
2,265Shares Held
2.06BCall Options Held
354KPut Options Held
184K-
Bank Of America Corp Charlotte, NC159MShares$7.97 Billion0.76% of portfolio
-
Creative Planning Overland Park, KS133MShares$6.67 Billion7.42% of portfolio
-
Betterment LLC New York, NY119MShares$5.97 Billion16.09% of portfolio
-
Envestnet Asset Management Inc94.6MShares$4.74 Billion1.8% of portfolio
-
Jones Financial Companies Lllp80.2MShares$4.02 Billion5.48% of portfolio