J.W. Cole Advisors, Inc. Vanguard Specialized Funds Van Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 52,680 shares of VNQ stock, worth $5.15 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
52,680
Previous 52,165
0.99%
Holding current value
$5.15 Million
Previous $4.51 Million
2.19%
% of portfolio
0.21%
Previous 0.23%
Shares
20 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$1.7 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.17 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.1 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.05 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$950 Million0.07% of portfolio