Atlantic Edge Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Atlantic Edge Private Wealth Management, LLC
- $291 Billion
- Q1 2024
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 2,623 shares of VNQ stock, worth $232,896. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,623
Previous 2,618
0.19%
Holding current value
$232,896
Previous $231 Million
1.94%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,750Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.58 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.1 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$952 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$927 Million0.08% of portfolio