Oakwell Private Wealth Management, LLC Vanguard Ftse Developed Market Transaction History
Oakwell Private Wealth Management, LLC
- $348 Million
- Q3 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 761,448 shares of VEA stock, worth $36.2 Million. This represents 11.57% of its overall portfolio holdings.
Number of Shares
761,448
Previous 802,862
5.16%
Holding current value
$36.2 Million
Previous $39.7 Million
1.35%
% of portfolio
11.57%
Previous 11.2%
Shares
16 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