Roi Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History
Roi Financial Advisors, LLC
- $138 Billion
- Q2 2024
A detailed history of Roi Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 5,307 shares of VNQ stock, worth $504,748. This represents 0.33% of its overall portfolio holdings.
Number of Shares
5,307
Previous 5,317
0.19%
Holding current value
$504,748
Previous $460 Million
1.64%
% of portfolio
0.33%
Previous 0.36%
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