Surevest, LLC Vanguard Ftse Developed Market Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Surevest, LLC holds 9,946 shares of VEA stock, worth $609,888. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,946
Previous 20,915
52.45%
Holding current value
$609,888
Previous $853,000
57.56%
% of portfolio
0.1%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding VEA
# of Institutions
2,907Shares Held
2.35BCall Options Held
214KPut Options Held
161K-
Bank Of America Corp Charlotte, NC201MShares$12.4 Billion0.84% of portfolio
-
Betterment LLC New York, NY137MShares$8.43 Billion16.28% of portfolio
-
Creative Planning Overland Park, KS128MShares$7.85 Billion5.95% of portfolio
-
Envestnet Asset Management Inc82.8MShares$5.08 Billion1.53% of portfolio
-
Wells Fargo & Company San Francisco, CA63.5MShares$3.89 Billion0.75% of portfolio