Walled Lake Planning & Wealth Management, LLC Vanguard Ftse All World Ex Us Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$59.38 - $63.62 $2,078 - $2,226	-35 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$60.96 - $64.6 $60 - $64	1 Added 2.94%	35 $2,000
Q1 2021 May 17, 2021	BUY	$58.58 - $62.75 $1,991 - $2,133	34 New	34 $2,000

Others Institutions Holding VEU

# of Institutions

1,329

Shares Held

309M

Call Options Held

47.6K

Put Options Held

300

Bank Of America Corp Charlotte, NC

21.4M
Shares

$1.27 Billion
0.11% of portfolio
Morgan Stanley New York, NY

21.4M
Shares

$1.27 Billion
0.1% of portfolio
Northern Trust Corp Chicago, IL

16.1M
Shares

$952 Million
0.17% of portfolio
Sanders Capital, LLC West Palm Beach, FL

13.7M
Shares

$813 Million
1.26% of portfolio
Envestnet Asset Management Inc

10.6M
Shares

$629 Million
0.22% of portfolio

View Full List

About VANGUARD FTSE ALL- WORLD EX-US

Ticker VEU
Sector ETFs
Industry ETFs

More about VEU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Account