Falcon Wealth Planning Vanguard Specialized Funds Van Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
A detailed history of Falcon Wealth Planning transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Falcon Wealth Planning holds 302,891 shares of VNQ stock, worth $27.4 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
302,891
Previous 289,166
4.75%
Holding current value
$27.4 Million
Previous $28.2 Million
4.22%
% of portfolio
3.33%
Previous 3.53%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,829Shares Held
239MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.46 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.11 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.07 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$904 Million0.08% of portfolio