Cascade Financial Partners, LLC Vanguard Specialized Funds Van Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 49,205 shares of VNQ stock, worth $4.68 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
49,205
Previous 49,683
0.96%
Holding current value
$4.68 Million
Previous $4.06 Billion
1.52%
% of portfolio
0.54%
Previous 0.58%
Shares
2 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