Modern Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,850 shares of VNQ stock, worth $466,764. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,850
Previous 5,067
4.28%
Holding current value
$466,764
Previous $424 Million
11.32%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.18 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.1 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.09 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$960 Million0.08% of portfolio