Fsc Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Fsc Wealth Advisors, LLC
- $141 Million
- Q1 2024
A detailed history of Fsc Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 11,974 shares of VNQ stock, worth $999,948. This represents 0.73% of its overall portfolio holdings.
Number of Shares
11,974
Previous 7,426
61.24%
Holding current value
$999,948
Previous $656,000
57.77%
% of portfolio
0.73%
Previous 0.48%
Shares
10 transactions
Others Institutions Holding VNQ
# of Institutions
1,752Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$945 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$895 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$872 Million0.08% of portfolio