Mgb Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Mgb Wealth Management, LLC
- $276 Billion
- Q1 2025
A detailed history of Mgb Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 2,225 shares of VNQ stock, worth $198,736. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,225
Previous 2,225
-0.0%
Holding current value
$198,736
Previous $198 Million
1.64%
% of portfolio
0.07%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,935Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.27 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.24 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$958 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$852 Million0.71% of portfolio