Coordinated Financial Services, Inc./Co Vanguard Specialized Funds Van Transaction History
Coordinated Financial Services, Inc./Co
- $131 Billion
- Q1 2025
A detailed history of Coordinated Financial Services, Inc./Co transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 13,482 shares of VNQ stock, worth $1.21 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
13,482
Previous 12,247
10.08%
Holding current value
$1.21 Million
Previous $1.03 Billion
19.0%
% of portfolio
0.94%
Previous 0.88%
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$1.28 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$964 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$857 Million0.71% of portfolio