Aletheian Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History
Aletheian Wealth Advisors LLC
- $177 Million
- Q1 2024
A detailed history of Aletheian Wealth Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 47,661 shares of VNQ stock, worth $3.97 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
47,661
Previous 41,943
13.63%
Holding current value
$3.97 Million
Previous $3.71 Million
11.2%
% of portfolio
2.32%
Previous 2.56%
Shares
10 transactions
Others Institutions Holding VNQ
# of Institutions
1,750Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$943 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$894 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$871 Million0.08% of portfolio