Palo Alto Wealth Advisors, LLC Vanguard Ftse Developed Market Transaction History
Palo Alto Wealth Advisors, LLC
- $145 Billion
- Q2 2024
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 5,455 shares of VEA stock, worth $273,895. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,455
Previous 5,677
3.91%
Holding current value
$273,895
Previous $285 Million
5.34%
% of portfolio
0.19%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding VEA
# of Institutions
2,321Shares Held
2.13BCall Options Held
174KPut Options Held
609K-
Bank Of America Corp Charlotte, NC163MShares$8.16 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS145MShares$7.29 Billion7.61% of portfolio
-
Betterment LLC New York, NY125MShares$6.26 Billion15.95% of portfolio
-
Envestnet Asset Management Inc94.6MShares$4.75 Billion1.66% of portfolio
-
Jones Financial Companies Lllp65.1MShares$3.27 Billion3.72% of portfolio