Balasa Dinverno & Foltz LLC Vanguard Specialized Funds Van Put Options Transaction History

Balasa Dinverno & Foltz LLC

$1.58 Billion
Q3 2022

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.58 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.12 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.11 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$978 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balasa Dinverno & Foltz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balasa Dinverno & Foltz LLC with notifications on news.