Colonial Trust Advisors Vanguard Specialized Funds Van Transaction History
Colonial Trust Advisors
- $1.11 Billion
- Q1 2025
A detailed history of Colonial Trust Advisors transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Colonial Trust Advisors holds 312 shares of VNQ stock, worth $27,930. This represents 0.0% of its overall portfolio holdings.
Number of Shares
312
Previous 312
-0.0%
Holding current value
$27,930
Previous $27,000
3.7%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,936Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.27 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.24 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$960 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$854 Million0.71% of portfolio