Independence Asset Advisors, LLC Vanguard Specialized Funds Van Transaction History
Independence Asset Advisors, LLC
- $30.8 Billion
- Q1 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 31,541 shares of VNQ stock, worth $2.82 Million. This represents 9.26% of its overall portfolio holdings.
Number of Shares
31,541
Previous 28,598
10.29%
Holding current value
$2.82 Million
Previous $2.54 Billion
12.64%
% of portfolio
9.26%
Previous 11.73%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,933Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.27 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.24 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$958 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$852 Million0.71% of portfolio