Catalytic Wealth Ria, LLC Vanguard Specialized Funds Van Transaction History
Catalytic Wealth Ria, LLC
- $1.22 Trillion
- Q2 2025
A detailed history of Catalytic Wealth Ria, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 23,213 shares of VNQ stock, worth $2.07 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
23,213
Previous 23,261
0.21%
Holding current value
$2.07 Million
Previous $2.11 Billion
1.84%
% of portfolio
0.17%
Previous 0.39%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,928Shares Held
247MCall Options Held
1.13MPut Options Held
1.28M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.29 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.25 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.22 Billion1.05% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$956 Million0.08% of portfolio