Foundation Wealth Management, Llc\Pa Vanguard Specialized Funds Van Transaction History
Foundation Wealth Management, Llc\Pa
- $206 Billion
- Q4 2024
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 109,404 shares of VNQ stock, worth $9.86 Million. This represents 4.72% of its overall portfolio holdings.
Number of Shares
109,404Holding current value
$9.86 Million% of portfolio
4.72%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.34 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.12 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.06 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$928 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$865 Million0.07% of portfolio