Financial Perspectives, Inc Vanguard Specialized Funds Van Transaction History
Financial Perspectives, Inc
- $298 Billion
- Q4 2024
A detailed history of Financial Perspectives, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Financial Perspectives, Inc holds 9,501 shares of VNQ stock, worth $870,576. This represents 0.28% of its overall portfolio holdings.
Number of Shares
9,501
Previous 9,124
4.13%
Holding current value
$870,576
Previous $889 Million
4.78%
% of portfolio
0.28%
Previous 0.31%
Shares
19 transactions
Others Institutions Holding VNQ
# of Institutions
1,896Shares Held
224MCall Options Held
1.8MPut Options Held
1.58M-
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