Cbiz Investment Advisory Services, LLC Vanguard Specialized Funds Van Transaction History
Cbiz Investment Advisory Services, LLC
- $2.26 Billion
- Q2 2025
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 2,661 shares of VNQ stock, worth $240,102. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,661
Previous 2,857
6.86%
Holding current value
$240,102
Previous $258,000
8.53%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,912Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.3 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.23 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$918 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$913 Million0.66% of portfolio