Atlantic Edge Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Atlantic Edge Private Wealth Management, LLC
- $327 Billion
- Q1 2025
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 2,614 shares of VNQ stock, worth $233,482. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,614
Previous 2,614
-0.0%
Holding current value
$233,482
Previous $233 Million
1.64%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,935Shares 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