Lm Advisors LLC Vanguard Specialized Funds Van Transaction History
Lm Advisors LLC
- $777 Million
- Q2 2025
A detailed history of Lm Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lm Advisors LLC holds 40,976 shares of VNQ stock, worth $3.71 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
40,976
Previous 42,814
4.29%
Holding current value
$3.71 Million
Previous $3.88 Million
5.86%
% of portfolio
0.47%
Previous 0.7%
Shares
7 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio