Up Strategic Wealth Investment Advisors LLC Vanguard Ftse Developed Market Transaction History
Up Strategic Wealth Investment Advisors LLC
- $89.3 Billion
- Q3 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 240,565 shares of VEA stock, worth $11.4 Million. This represents 14.22% of its overall portfolio holdings.
Number of Shares
240,565
Previous 156,509
53.71%
Holding current value
$11.4 Million
Previous $7.73 Billion
64.25%
% of portfolio
14.22%
Previous 11.72%
Shares
4 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