Brophy Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Brophy Wealth Management, LLC
- $279 Billion
- Q3 2024
A detailed history of Brophy Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Brophy Wealth Management, LLC holds 5,311 shares of VNQ stock, worth $473,900. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,311Holding current value
$473,900% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,826Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
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Bank Of America Corp Charlotte, NC11.4MShares$1.01 Billion0.09% of portfolio
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Jpmorgan Chase & CO New York, NY9.98MShares$890 Million0.08% of portfolio