Aquire Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Aquire Wealth Advisors, LLC
- $318 Million
- Q3 2024
A detailed history of Aquire Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 24,650 shares of VNQ stock, worth $2.34 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
24,650
Previous 25,106
1.82%
Holding current value
$2.34 Million
Previous $2.1 Million
14.22%
% of portfolio
0.75%
Previous 0.71%
Shares
12 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.53 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.17 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.08 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.08 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$946 Million0.08% of portfolio