Lantern Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Lantern Wealth Advisors, LLC
- $144 Billion
- Q3 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 6,608 shares of VNQ stock, worth $603,508. This represents 0.45% of its overall portfolio holdings.
Number of Shares
6,608
Previous 6,893
4.13%
Holding current value
$603,508
Previous $577 Million
11.52%
% of portfolio
0.45%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,828Shares Held
238MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.48 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.12 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.04 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.04 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$911 Million0.08% of portfolio