Element Wealth, LLC Vanguard Specialized Funds Van Transaction History
Element Wealth, LLC
- $187 Million
- Q3 2024
A detailed history of Element Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Element Wealth, LLC holds 2,163 shares of VNQ stock, worth $191,966. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,163
Previous 2,169
0.28%
Holding current value
$191,966
Previous $181,000
16.02%
% of portfolio
0.11%
Previous 0.1%
Shares
7 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