Uptown Financial Advisors LLC Vanguard Specialized Funds Van Transaction History
Uptown Financial Advisors LLC
- $92.7 Billion
- Q4 2024
A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 7,192 shares of VNQ stock, worth $633,039. This represents 0.69% of its overall portfolio holdings.
Number of Shares
7,192Holding current value
$633,039% of portfolio
0.69%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,914Shares Held
234MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.31 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.09 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.04 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$906 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$845 Million0.07% of portfolio