Madison Wealth Partners, Inc Vanguard Specialized Funds Van Transaction History
Madison Wealth Partners, Inc
- $345 Million
- Q4 2024
A detailed history of Madison Wealth Partners, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 3,853 shares of VNQ stock, worth $345,652. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,853
Previous 3,848
0.13%
Holding current value
$345,652
Previous $374,000
8.29%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,920Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.34 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.11 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.06 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$923 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$861 Million0.07% of portfolio