Morton Brown Family Wealth, LLC Vanguard Ftse Developed Market Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 423,607 shares of VEA stock, worth $22.2 Million. This represents 7.06% of its overall portfolio holdings.
Number of Shares
423,607
Previous 402,486
5.25%
Holding current value
$22.2 Million
Previous $21.3 Million
4.7%
% of portfolio
7.06%
Previous 7.56%
Shares
13 transactions
Others Institutions Holding VEA
# of Institutions
2,570Shares Held
2.15BCall Options Held
170KPut Options Held
101K-
Bank Of America Corp Charlotte, NC175MShares$9.21 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS143MShares$7.53 Billion6.68% of portfolio
-
Betterment LLC New York, NY137MShares$7.22 Billion15.81% of portfolio
-
Envestnet Asset Management Inc98.1MShares$5.15 Billion1.56% of portfolio
-
Wells Fargo & Company San Francisco, CA65.3MShares$3.43 Billion0.72% of portfolio