Lm Advisors LLC Vanguard Specialized Funds Van Transaction History
Lm Advisors LLC
- $492 Million
- Q3 2024
A detailed history of Lm Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lm Advisors LLC holds 46,706 shares of VNQ stock, worth $4.43 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
46,706
Previous 51,360
9.06%
Holding current value
$4.43 Million
Previous $4.21 Million
5.54%
% of portfolio
0.9%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.53 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.17 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.08 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.08 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$946 Million0.08% of portfolio