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 $7,615. This represents 0.01% of its overall portfolio holdings.
Number of Shares
85
Previous 85
-0.0%
Holding current value
$7,615
Previous $7.7 Million
1.64%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,935Shares Held
237MCall Options Held
1.07MPut Options Held
1.31M-
Empower Advisory Group, LLC Greenwood Village, CO15MShares$1.35 Billion3.82% of portfolio
-
Creative Planning Overland Park, KS13.3MShares$1.19 Billion0.94% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$982 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$907 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.78MShares$876 Million0.06% of portfolio