Carolinas Wealth Consulting LLC Vanguard Specialized Funds Van Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 11,793 shares of VNQ stock, worth $1.11 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
11,793
Previous 11,619
1.5%
Holding current value
$1.11 Million
Previous $1.13 Million
7.16%
% of portfolio
0.19%
Previous 0.2%
Shares
21 transactions
Others Institutions Holding VNQ
# of Institutions
1,913Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.4 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.16 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.11 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$966 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$901 Million0.07% of portfolio