Lantern Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Lantern Wealth Advisors, LLC
- $142 Billion
- Q1 2024
A detailed history of Lantern Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 6,879 shares of VNQ stock, worth $572,883. This represents 0.42% of its overall portfolio holdings.
Number of Shares
6,879
Previous 6,943
0.92%
Holding current value
$572,883
Previous $613 Million
3.03%
% of portfolio
0.42%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,751Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.48 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$942 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$893 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$870 Million0.08% of portfolio