Root Financial Partners, LLC Vanguard Specialized Funds Van Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 2024
A detailed history of Root Financial Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Root Financial Partners, LLC holds 8,077 shares of VNQ stock, worth $767,638. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,077
Previous 6,588
22.6%
Holding current value
$767,638
Previous $570 Million
18.75%
% of portfolio
0.16%
Previous 0.17%
Shares
6 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