Roberts Wealth Advisors, LLC Vanguard Ftse Developed Market Transaction History
Roberts Wealth Advisors, LLC
- $303 Million
- Q4 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 152,900 shares of VEA stock, worth $7.65 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
152,900
Previous 153,028
0.08%
Holding current value
$7.65 Million
Previous $8.08 Million
9.53%
% of portfolio
2.42%
Previous 2.76%
Shares
14 transactions
Others Institutions Holding VEA
# of Institutions
2,397Shares Held
2.12BCall Options Held
217KPut Options Held
607K-
Bank Of America Corp Charlotte, NC165MShares$8.23 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS145MShares$7.26 Billion7.61% of portfolio
-
Betterment LLC New York, NY127MShares$6.37 Billion16.17% of portfolio
-
Envestnet Asset Management Inc96.5MShares$4.83 Billion1.69% of portfolio
-
Jones Financial Companies Lllp67.1MShares$3.35 Billion3.64% of portfolio