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 $361,747. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,995Holding current value
$361,747% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,829Shares Held
239MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.46 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.11 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.07 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$904 Million0.08% of portfolio