Life Guide Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History
Life Guide Financial Advisors, LLC
- $205 Million
- Q2 2024
A detailed history of Life Guide Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Life Guide Financial Advisors, LLC holds 647,826 shares of VNQ stock, worth $61.6 Million. This represents 26.51% of its overall portfolio holdings.
Number of Shares
647,826
Previous 620,534
4.4%
Holding current value
$61.6 Million
Previous $53.7 Million
1.11%
% of portfolio
26.51%
Previous 27.1%
Shares
12 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$923 Million0.07% of portfolio