Catalytic Wealth Ria, LLC Vanguard Specialized Funds Van Transaction History
Catalytic Wealth Ria, LLC
- $573 Billion
- Q3 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 19,742 shares of VNQ stock, worth $1.85 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
19,742
Previous 20,738
4.8%
Holding current value
$1.85 Million
Previous $1.74 Billion
10.72%
% of portfolio
0.34%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.52 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.15 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.07 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.07 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$936 Million0.08% of portfolio