Howard Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Howard Wealth Management, LLC
- $123 Million
- Q1 2024
A detailed history of Howard Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Howard Wealth Management, LLC holds 13,137 shares of VNQ stock, worth $1.1 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
13,137
Previous 13,535
2.94%
Holding current value
$1.1 Million
Previous $1.2 Million
4.94%
% of portfolio
0.92%
Previous 1.0%
Shares
18 transactions
Others Institutions Holding VNQ
# of Institutions
1,754Shares 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$1.04 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$948 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$898 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$875 Million0.08% of portfolio