Trevian Wealth Management LLC Vanguard Ftse Developed Market Transaction History
Trevian Wealth Management LLC
- $164 Million
- Q2 2025
A detailed history of Trevian Wealth Management LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Trevian Wealth Management LLC holds 82,753 shares of VEA stock, worth $4.73 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
82,753
Previous 94,954
12.85%
Holding current value
$4.73 Million
Previous $4.83 Million
2.26%
% of portfolio
2.88%
Previous 3.44%
Shares
13 transactions
Others Institutions Holding VEA
# of Institutions
2,756Shares Held
2.25BCall Options Held
257KPut Options Held
199K-
Bank Of America Corp Charlotte, NC189MShares$10.8 Billion0.79% of portfolio
-
Creative Planning Overland Park, KS138MShares$7.91 Billion6.64% of portfolio
-
Betterment LLC New York, NY134MShares$7.66 Billion16.16% of portfolio
-
Envestnet Asset Management Inc98.7MShares$5.64 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA65.3MShares$3.73 Billion0.77% of portfolio