Investors Asset Management Of Georgia Inc Vanguard Specialized Funds Van Transaction History

Investors Asset Management Of Georgia Inc

$208 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 27, 2022	BUY	$79.28 - $102.13 $18,947 - $24,409	239 Added 27.53%	1,107 $89,000
Q2 2022 Aug 01, 2022	BUY	$87.04 - $112.5 $75,550 - $97,650	868 New	868 $79,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.59 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.13 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.12 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$984 Million
0.08% of portfolio

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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