Polaris Wealth Advisory Group, LLC Vanguard Ftse Developed Market Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 500,656 shares of VEA stock, worth $25.8 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
500,656
Previous 512,196
2.25%
Holding current value
$25.8 Million
Previous $23.7 Million
7.46%
% of portfolio
1.68%
Previous 1.83%
Shares
5 transactions
Others Institutions Holding VEA
# of Institutions
2,559Shares Held
2.18BCall Options Held
170KPut Options Held
101K-
Bank Of America Corp Charlotte, NC175MShares$9.05 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS143MShares$7.39 Billion6.68% of portfolio
-
Betterment LLC New York, NY137MShares$7.1 Billion15.81% of portfolio
-
Envestnet Asset Management Inc98.1MShares$5.06 Billion1.56% of portfolio
-
Wells Fargo & Company San Francisco, CA65.3MShares$3.37 Billion0.72% of portfolio