Topel & Distasi Wealth Management, LLC Vanguard Ftse Developed Market Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 140,793 shares of VEA stock, worth $7.35 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
140,793
Previous 141,609
0.58%
Holding current value
$7.35 Million
Previous $7.1 Million
2.07%
% of portfolio
3.06%
Previous 3.14%
Shares
11 transactions
Others Institutions Holding VEA
# of Institutions
2,298Shares Held
2.12BCall Options Held
174KPut Options Held
77.9K-
Bank Of America Corp Charlotte, NC163MShares$8.48 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS140MShares$7.29 Billion7.38% of portfolio
-
Betterment LLC New York, NY125MShares$6.5 Billion15.95% of portfolio
-
Envestnet Asset Management Inc94.6MShares$4.93 Billion1.66% of portfolio
-
Jones Financial Companies Lllp65.1MShares$3.4 Billion3.72% of portfolio