Beaumont Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 17,120 shares of VNQ stock, worth $1.63 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
17,120
Previous 18,285
6.37%
Holding current value
$1.63 Million
Previous $1.58 Million
9.36%
% of portfolio
0.13%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.66 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$924 Million0.07% of portfolio