Carlsbad Wealth Advisory Group, Inc. Vanguard Specialized Funds Van Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 3,995 shares of VNQ stock, worth $357,832. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,995Holding current value
$357,832% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,745Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.6 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.11 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.01 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.01 Billion3.52% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$935 Million0.08% of portfolio