Duncan Williams Asset Management, LLC Vanguard Specialized Funds Van Transaction History
Duncan Williams Asset Management, LLC
- $254 Billion
- Q4 2024
A detailed history of Duncan Williams Asset Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 3,628 shares of VNQ stock, worth $332,469. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,628
Previous 3,281
10.58%
Holding current value
$332,469
Previous $320 Million
1.11%
% of portfolio
0.13%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,909Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.36 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.13 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$943 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$879 Million0.07% of portfolio