Financial & Tax Architects, LLC Vanguard Specialized Funds Van Transaction History
Financial & Tax Architects, LLC
- $389 Billion
- Q3 2024
A detailed history of Financial & Tax Architects, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 25,521 shares of VNQ stock, worth $2.28 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
25,521
Previous 25,843
1.25%
Holding current value
$2.28 Million
Previous $2.16 Billion
14.86%
% of portfolio
0.64%
Previous 0.58%
Shares
11 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$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.01 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$891 Million0.08% of portfolio