Upper Left Wealth Management, LLC Vanguard Ftse Developed Market Transaction History
Upper Left Wealth Management, LLC
- $109 Million
- Q2 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 29,924 shares of VEA stock, worth $1.59 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
29,924
Previous 26,613
12.44%
Holding current value
$1.59 Million
Previous $1.34 Million
10.71%
% of portfolio
1.36%
Previous 1.26%
Shares
11 transactions
Others Institutions Holding VEA
# of Institutions
2,297Shares Held
2.11BCall Options Held
174KPut Options Held
77.9K-
Bank Of America Corp Charlotte, NC163MShares$8.61 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS140MShares$7.41 Billion7.38% of portfolio
-
Betterment LLC New York, NY125MShares$6.6 Billion15.95% of portfolio
-
Envestnet Asset Management Inc94.6MShares$5.01 Billion1.66% of portfolio
-
Jones Financial Companies Lllp65.1MShares$3.45 Billion3.72% of portfolio