Chicago Partners Investment Group LLC Vanguard Global Ex U.S. Real Transaction History

Chicago Partners Investment Group LLC

$2.81 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$36.66 - $43.12 $192,574 - $226,509	5,253 New	5,253 $217,000
Q2 2018 Aug 31, 2018	SELL	N/A	-111 Closed	0 $0
Q3 2017 Nov 22, 2017	BUY	N/A	111	111 $0

Others Institutions Holding VNQI

# of Institutions

383

Shares Held

57M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$653 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$507 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$258 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$60 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$58.8 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

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