Cbiz Investment Advisory Services, LLC Vanguard Specialized Funds Van Transaction History
Cbiz Investment Advisory Services, LLC
- $2 Billion
- Q4 2024
A detailed history of Cbiz Investment Advisory Services, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 2,837 shares of VNQ stock, worth $261,316. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,837
Previous 2,911
2.54%
Holding current value
$261,316
Previous $283,000
10.95%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,908Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.37 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$948 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$884 Million0.07% of portfolio