First National Bank Of Mount Dora, Trust Investment Services Vanguard Specialized Funds Van Transaction History

First National Bank Of Mount Dora, Trust Investment Services

$423 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 12, 2023	BUY	$77.59 - $93.7 $192,190 - $232,094	2,477 New	2,477 $205,000
Q2 2022 Jul 13, 2022	SELL	$87.04 - $112.5 $174,167 - $225,112	-2,001 Closed	0 $0
Q2 2021 Jul 02, 2021	BUY	$93.53 - $105.5 $187,153 - $211,105	2,001 New	2,001 $204,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.59 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.12 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.12 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$980 Million
0.08% of portfolio

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