Diversify Advisory Services, LLC Vanguard Specialized Funds Van Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 2024
A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 7,792 shares of VNQ stock, worth $764,862. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,792
Previous 5,982
30.26%
Holding current value
$764,862
Previous $509 Million
28.31%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,728Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.71 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.18 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.11 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.05 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$954 Million0.07% of portfolio