Beaumont Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q4 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 16,435 shares of VNQ stock, worth $1.51 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
16,435
Previous 16,485
0.3%
Holding current value
$1.51 Million
Previous $1.61 Million
8.79%
% of portfolio
0.13%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding VNQ
# of Institutions
1,906Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.37 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$947 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$883 Million0.07% of portfolio