Accretive Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History
Accretive Wealth Partners, LLC
- $236 Million
- Q2 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 13,486 shares of VNQ stock, worth $1.3 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
13,486
Previous 13,411
0.56%
Holding current value
$1.3 Million
Previous $1.16 Million
2.59%
% of portfolio
0.48%
Previous 0.51%
Shares
15 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$1.68 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.16 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.09 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$940 Million0.07% of portfolio