Ivc Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History
Ivc Wealth Advisors LLC
- $178 Million
- Q2 2024
A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 3,237 shares of VNQ stock, worth $312,208. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,237
Previous 2,862
13.1%
Holding current value
$312,208
Previous $247,000
9.72%
% of portfolio
0.15%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,728Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.68 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.09 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.03 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$937 Million0.07% of portfolio