Investment Advisory Group, LLC Vanguard Specialized Funds Van Transaction History
Investment Advisory Group, LLC
- $254 Million
- Q2 2024
A detailed history of Investment Advisory Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Investment Advisory Group, LLC holds 16,297 shares of VNQ stock, worth $1.55 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
16,297
Previous 16,297
-0.0%
Holding current value
$1.55 Million
Previous $1.41 Million
3.12%
% of portfolio
0.54%
Previous 0.59%
Shares
10 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$923 Million0.07% of portfolio