Kowal Investment Group, LLC Vanguard Specialized Funds Van Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$102.53 - $116.01 $26,862 - $30,394	-262 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$101.78 - $110.92 $26,666 - $29,061	262 New	262 $27,000

Others Institutions Holding VNQ

# of Institutions

1,826

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.44 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.1 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.02 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.01 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$890 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.