Foundation Wealth Management, Llc\Pa Vanguard Specialized Funds Van Transaction History
Foundation Wealth Management, Llc\Pa
- $210 Billion
- Q1 2025
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 106,398 shares of VNQ stock, worth $9.62 Million. This represents 4.59% of its overall portfolio holdings.
Number of Shares
106,398
Previous 109,404
2.75%
Holding current value
$9.62 Million
Previous $9.75 Billion
1.15%
% of portfolio
4.59%
Previous 4.72%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,931Shares Held
234MCall Options Held
1.13MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.28 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.25 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.08 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$970 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$863 Million0.71% of portfolio