Melfa Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Melfa Wealth Management, LLC
- $143 Billion
- Q2 2024
A detailed history of Melfa Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 2,741 shares of VNQ stock, worth $260,696. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,741
Previous 2,749
0.29%
Holding current value
$260,696
Previous $238 Million
3.43%
% of portfolio
0.16%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,730Shares 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$924 Million0.07% of portfolio