Atlantic Edge Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Atlantic Edge Private Wealth Management, LLC
- $365 Billion
- Q2 2025
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 2,528 shares of VNQ stock, worth $231,109. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,528
Previous 2,614
3.29%
Holding current value
$231,109
Previous $237 Million
4.87%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,913Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.32 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.28 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.25 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$930 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$925 Million0.66% of portfolio