Forza Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Forza Wealth Management, LLC holds 3,644 shares of VNQ stock, worth $346,580. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,644
Previous 3,644
-0.0%
Holding current value
$346,580
Previous $315 Million
3.15%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,732Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$924 Million0.07% of portfolio