Family Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History
Family Wealth Partners, LLC
- $176 Billion
- Q1 2024
A detailed history of Family Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Family Wealth Partners, LLC holds 21,720 shares of VNQ stock, worth $1.82 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
21,720
Previous 23,721
8.44%
Holding current value
$1.82 Million
Previous $2.1 Billion
10.38%
% of portfolio
1.06%
Previous 1.62%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,754Shares 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$1.04 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$948 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$898 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$875 Million0.08% of portfolio