Consilium Wealth Advisory, LLC Vanguard Specialized Funds Van Transaction History
Consilium Wealth Advisory, LLC
- $182 Million
- Q2 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 32,498 shares of VNQ stock, worth $3.09 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
32,498
Previous 29,932
8.57%
Holding current value
$3.09 Million
Previous $2.59 Million
5.18%
% of portfolio
1.5%
Previous 1.46%
Shares
11 transactions
Others Institutions Holding VNQ
# of Institutions
1,732Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$924 Million0.07% of portfolio