Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Specialized Funds Van Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.31 Billion
- Q1 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 618,066 shares of VNQ stock, worth $51.6 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
618,066
Previous 600,634
2.9%
Holding current value
$51.6 Million
Previous $53.1 Million
0.71%
% of portfolio
1.62%
Previous 1.77%
Shares
29 transactions
Others Institutions Holding VNQ
# of Institutions
1,752Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$945 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$895 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$872 Million0.08% of portfolio