Connecticut Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Connecticut Wealth Management, LLC
- $1.88 Billion
- Q1 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 97,939 shares of VNQ stock, worth $8.16 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
97,939
Previous 98,409
0.48%
Holding current value
$8.16 Million
Previous $8.7 Million
2.6%
% of portfolio
0.45%
Previous 0.5%
Shares
18 transactions
Others Institutions Holding VNQ
# of Institutions
1,751Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.48 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$942 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$893 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$870 Million0.08% of portfolio