Palo Alto Wealth Advisors, LLC Vanguard Ftse Developed Market Transaction History
Palo Alto Wealth Advisors, LLC
- $242 Billion
- Q3 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 6,519 shares of VEA stock, worth $310,108. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,519
Previous 5,455
19.51%
Holding current value
$310,108
Previous $270 Million
23.91%
% of portfolio
0.14%
Previous 0.19%
Shares
4 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