Atlas Legacy Advisors, LLC Vanguard Specialized Funds Van Transaction History
Atlas Legacy Advisors, LLC
- $394 Billion
- Q1 2025
A detailed history of Atlas Legacy Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 30,532 shares of VNQ stock, worth $2.73 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
30,532
Previous 46,898
34.9%
Holding current value
$2.73 Million
Previous $4.18 Billion
33.83%
% of portfolio
0.7%
Previous 1.01%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,934Shares 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