Lodestone Wealth Management LLC Vanguard Ftse Developed Market Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 57,409 shares of VEA stock, worth $3.02 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
57,409
Previous 57,423
0.02%
Holding current value
$3.02 Million
Previous $3.03 Billion
9.47%
% of portfolio
1.38%
Previous 1.52%
Shares
9 transactions
Others Institutions Holding VEA
# of Institutions
2,574Shares Held
2.15BCall Options Held
170KPut Options Held
101K-
Bank Of America Corp Charlotte, NC175MShares$9.22 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS143MShares$7.53 Billion6.68% of portfolio
-
Betterment LLC New York, NY137MShares$7.23 Billion15.81% of portfolio
-
Envestnet Asset Management Inc98.1MShares$5.16 Billion1.56% of portfolio
-
Wells Fargo & Company San Francisco, CA65.3MShares$3.43 Billion0.72% of portfolio