Forvis Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 5,897 shares of VNQ stock, worth $559,153. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,897
Previous 6,432
8.32%
Holding current value
$559,153
Previous $538,000
6.69%
% of portfolio
0.01%
Previous 0.01%
Shares
28 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.53 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.17 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.08 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.08 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$946 Million0.08% of portfolio