Strategic Wealth Partners, Ltd. Vanguard Specialized Funds Van Transaction History
Strategic Wealth Partners, Ltd.
- $892 Million
- Q1 2024
A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 2,543 shares of VNQ stock, worth $245,272. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,543
Previous 2,439
4.26%
Holding current value
$245,272
Previous $215,000
1.86%
% of portfolio
0.02%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding VNQ
# of Institutions
1,728Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.68 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.09 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.03 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$937 Million0.07% of portfolio