Legacy Wealth Managment, Llc/Id Vanguard Specialized Funds Van Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 61 shares of VNQ stock, worth $5,504. This represents 0.0% of its overall portfolio holdings.
Number of Shares
61
Previous 14
335.71%
Holding current value
$5,504
Previous $1,000
400.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,912Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.3 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.23 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$918 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$913 Million0.66% of portfolio