Novak & Powell Financial Services, Inc. Vanguard Specialized Funds Van Transaction History
Novak & Powell Financial Services, Inc.
- $161 Billion
- Q2 2024
A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 17,545 shares of VNQ stock, worth $1.67 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
17,545
Previous 12,087
45.16%
Holding current value
$1.67 Million
Previous $1.05 Billion
40.6%
% of portfolio
0.91%
Previous 0.78%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,732Shares 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$924 Million0.07% of portfolio