Cascade Financial Partners, LLC Vanguard Specialized Funds Van Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 49,263 shares of VNQ stock, worth $4.42 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
49,263
Previous 49,205
0.12%
Holding current value
$4.42 Million
Previous $4.12 Billion
14.44%
% of portfolio
0.59%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.45 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
-
Bank Of America Corp Charlotte, NC11.4MShares$1.02 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$895 Million0.08% of portfolio