Fingerlakes Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History
Fingerlakes Wealth Management, Inc.
- $123 Million
- Q4 2024
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 10,585 shares of VNQ stock, worth $958,471. This represents 0.76% of its overall portfolio holdings.
Number of Shares
10,585
Previous 10,537
0.46%
Holding current value
$958,471
Previous $1.03 Million
8.19%
% of portfolio
0.76%
Previous 0.86%
Shares
13 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