Lowe Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Lowe Wealth Advisors, LLC
- $230 Million
- Q3 2024
A detailed history of Lowe Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 2,452 shares of VNQ stock, worth $236,495. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,452
Previous 2,552
3.92%
Holding current value
$236,495
Previous $213,000
11.74%
% of portfolio
0.1%
Previous 0.1%
Shares
15 transactions
Others Institutions Holding VNQ
# of Institutions
1,728Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.68 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.09 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.03 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$937 Million0.07% of portfolio