Life Guide Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History
Life Guide Financial Advisors, LLC
- $232 Million
- Q4 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 664,726 shares of VNQ stock, worth $60.2 Million. This represents 25.5% of its overall portfolio holdings.
Number of Shares
664,726
Previous 658,203
0.99%
Holding current value
$60.2 Million
Previous $64.1 Million
7.66%
% of portfolio
25.5%
Previous 27.51%
Shares
14 transactions
Others Institutions Holding VNQ
# of Institutions
1,879Shares Held
229MCall Options Held
1.5MPut Options Held
1.47M-
Creative Planning Overland Park, KS16.2MShares$1.46 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.11 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.07 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$869 Million0.07% of portfolio