Carlsbad Wealth Advisory Group, Inc. Vanguard Ftse Developed Market Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 328,080 shares of VEA stock, worth $20.1 Million. This represents 9.77% of its overall portfolio holdings.
Number of Shares
328,080Holding current value
$20.1 Million% of portfolio
9.77%Shares
1 transactions
Others Institutions Holding VEA
# of Institutions
2,898Shares Held
2.36BCall Options Held
214KPut Options Held
161K-
Bank Of America Corp Charlotte, NC201MShares$12.4 Billion0.84% of portfolio
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Betterment LLC New York, NY137MShares$8.43 Billion16.28% of portfolio
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Creative Planning Overland Park, KS128MShares$7.85 Billion5.95% of portfolio
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Envestnet Asset Management Inc82.8MShares$5.08 Billion1.53% of portfolio
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Wells Fargo & Company San Francisco, CA63.5MShares$3.89 Billion0.75% of portfolio