Capital Asset Advisory Services LLC Vanguard Specialized Funds Van Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q4 2024
A detailed history of Capital Asset Advisory Services LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 7,740 shares of VNQ stock, worth $709,216. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,740
Previous 10,761
28.07%
Holding current value
$709,216
Previous $1.05 Million
34.26%
% of portfolio
0.03%
Previous 0.05%
Shares
31 transactions
Others Institutions Holding VNQ
# of Institutions
1,896Shares Held
224MCall Options Held
1.8MPut Options Held
1.58M-
Creative Planning Overland Park, KS14.9MShares$1.36 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.13 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$943 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$879 Million0.07% of portfolio