Wetzel Investment Advisors, Inc. Vanguard Specialized Funds Van Transaction History
Wetzel Investment Advisors, Inc.
- $174 Million
- Q2 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 882 shares of VNQ stock, worth $83,825. This represents 0.04% of its overall portfolio holdings.
Number of Shares
882
Previous 1,131
22.02%
Holding current value
$83,825
Previous $97,000
24.74%
% of portfolio
0.04%
Previous 0.06%
Shares
3 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