Portland Financial Advisors Inc Vanguard Specialized Funds Van Transaction History
Portland Financial Advisors Inc
- $37.2 Billion
- Q4 2024
A detailed history of Portland Financial Advisors Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Portland Financial Advisors Inc holds 6,228 shares of VNQ stock, worth $563,945. This represents 1.49% of its overall portfolio holdings.
Number of Shares
6,228Holding current value
$563,945% of portfolio
1.49%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,829Shares Held
239MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.46 Billion1.56% of portfolio
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Morgan Stanley New York, NY12.3MShares$1.11 Billion0.09% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.07 Billion3.55% of portfolio
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Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
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Jpmorgan Chase & CO New York, NY9.98MShares$904 Million0.08% of portfolio