Surevest, LLC Vanguard Ftse Developed Market Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Surevest, LLC holds 9,946 shares of VEA stock, worth $512,318. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,946
Previous 20,915
52.45%
Holding current value
$512,318
Previous $853,000
57.56%
% of portfolio
0.1%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding VEA
# of Institutions
2,538Shares Held
2.18BCall Options Held
166KPut Options Held
105K-
Bank Of America Corp Charlotte, NC175MShares$9.03 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS143MShares$7.38 Billion6.68% of portfolio
-
Betterment LLC New York, NY137MShares$7.08 Billion15.81% of portfolio
-
Envestnet Asset Management Inc98.1MShares$5.05 Billion1.56% of portfolio
-
Wells Fargo & Company San Francisco, CA65.3MShares$3.36 Billion0.72% of portfolio