Diversify Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 14,808 shares of VNQ stock, worth $1.43 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,808
Previous 10,206
45.09%
Holding current value
$1.43 Million
Previous $905 Million
57.83%
% of portfolio
0.14%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.18 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.1 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.09 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$960 Million0.08% of portfolio