Jvl Associates LLC Vanguard Specialized Funds Van Transaction History
Jvl Associates LLC
- $301 Million
- Q3 2025
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,910Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.27 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.24 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.21 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$897 Million0.07% of portfolio
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Northwestern Mutual Wealth Management CO10.1MShares$891 Million0.66% of portfolio