True Wealth Design, LLC Vanguard Specialized Funds Van Transaction History
True Wealth Design, LLC
- $405 Billion
- Q2 2024
Shares
1 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$1.68 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.15 Billion0.08% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.09 Billion3.52% of portfolio
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Bank Of America Corp Charlotte, NC10.7MShares$1.03 Billion0.08% of portfolio
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Jpmorgan Chase & CO New York, NY9.72MShares$937 Million0.07% of portfolio