Financial Synergies Wealth Advisors, Inc. Vanguard Specialized Funds Van Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 2,516 shares of VNQ stock, worth $239,120. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,516
Previous 2,638
4.62%
Holding current value
$239,120
Previous $228 Million
7.61%
% of portfolio
0.03%
Previous 0.03%
Shares
22 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares 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$923 Million0.07% of portfolio