Blue Bell Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Blue Bell Private Wealth Management, LLC
- $499 Million
- Q3 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 23 shares of VNQ stock, worth $2,213. This represents 0.0% of its overall portfolio holdings.
Number of Shares
23
Previous 168
86.31%
Holding current value
$2,213
Previous $14,000
85.71%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.18 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.1 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.09 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$960 Million0.08% of portfolio