Bromfield Sneider Wealth Advisors Vanguard Specialized Funds Van Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 907 shares of VNQ stock, worth $88,858. This represents 0.05% of its overall portfolio holdings.
Number of Shares
907
Previous 907
-0.0%
Holding current value
$88,858
Previous $80,000
2.5%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.58 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.21 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.12 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.11 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$978 Million0.08% of portfolio