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 $7,697. This represents 0.01% of its overall portfolio holdings.
Number of Shares
85
Previous 85
-0.0%
Holding current value
$7,697
Previous $7.7 Million
1.64%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,915Shares Held
252MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio