Centricity Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 85 shares of VNQ stock, worth $7,795. This represents 0.01% of its overall portfolio holdings.
Number of Shares
85
Previous 85
-0.0%
Holding current value
$7,795
Previous $7.7 Million
1.64%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,934Shares Held
234MCall Options Held
1.13MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.3 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.27 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$984 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$875 Million0.71% of portfolio