Independence Asset Advisors, LLC Vanguard Specialized Funds Van Transaction History
Independence Asset Advisors, LLC
- $161 Billion
- Q2 2025
A detailed history of Independence Asset Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Independence Asset Advisors, LLC holds 30,549 shares of VNQ stock, worth $2.79 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
30,549
Previous 31,541
3.15%
Holding current value
$2.79 Million
Previous $2.86 Billion
4.73%
% of portfolio
1.69%
Previous 9.26%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,913Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.32 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.28 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.25 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$930 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$925 Million0.66% of portfolio