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 $81,013. This represents 0.05% of its overall portfolio holdings.
Number of Shares
907
Previous 907
-0.0%
Holding current value
$81,013
Previous $80,000
2.5%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,934Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.27 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.24 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$958 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$852 Million0.71% of portfolio