Integris Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Integris Wealth Management, LLC
- $346 Billion
- Q2 2024
A detailed history of Integris Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Integris Wealth Management, LLC holds 16,364 shares of VNQ stock, worth $1.55 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
16,364
Previous 20,699
20.94%
Holding current value
$1.55 Million
Previous $1.79 Billion
23.43%
% of portfolio
0.4%
Previous 0.49%
Shares
7 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$923 Million0.07% of portfolio