Cassaday & CO Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 17,886 shares of VNQ stock, worth $1.73 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,886
Previous 15,007
19.18%
Holding current value
$1.73 Million
Previous $1.3 Million
15.5%
% of portfolio
0.05%
Previous 0.05%
Shares
3 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