Catalytic Wealth Ria, LLC Vanguard Specialized Funds Van Transaction History
Catalytic Wealth Ria, LLC
- $507 Billion
- Q2 2024
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 20,738 shares of VNQ stock, worth $1.97 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
20,738
Previous 22,072
6.04%
Holding current value
$1.97 Million
Previous $1.91 Billion
9.0%
% of portfolio
0.34%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,735Shares Held
239MCall 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$924 Million0.07% of portfolio