Diversify Advisory Services, LLC Vanguard Specialized Funds Van Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 7,858 shares of VNQ stock, worth $697,397. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,858
Previous 7,792
0.85%
Holding current value
$697,397
Previous $653 Million
15.28%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.43 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.09 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.01 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.01 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$886 Million0.08% of portfolio