Beaumont Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 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 16,485 shares of VNQ stock, worth $1.57 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
16,485
Previous 17,120
3.71%
Holding current value
$1.57 Million
Previous $1.43 Million
12.0%
% of portfolio
0.15%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.53 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.17 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.08 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.08 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$947 Million0.08% of portfolio