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 $23.8 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
500,656
Previous 512,196
2.25%
Holding current value
$23.8 Million
Previous $23.7 Million
7.46%
% of portfolio
1.68%
Previous 1.83%
Shares
5 transactions
Others Institutions Holding VEA
# of Institutions
2,384Shares 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