Asset Allocation Strategies LLC Vanguard Specialized Funds Van Transaction History
Asset Allocation Strategies LLC
- $402 Billion
- Q1 2025
A detailed history of Asset Allocation Strategies LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 12,863 shares of VNQ stock, worth $1.15 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
12,863
Previous 12,511
2.81%
Holding current value
$1.15 Million
Previous $1.14 Billion
2.14%
% of portfolio
0.29%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding VNQ
# of Institutions
1,936Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.27 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.24 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$958 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$852 Million0.71% of portfolio