Michael A. Dubis Financial Planning, LLC Vanguard Specialized Funds Van Transaction History
Michael A. Dubis Financial Planning, LLC
- $103 Million
- Q4 2024
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 22,397 shares of VNQ stock, worth $2.03 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
22,397Holding current value
$2.03 Million% of portfolio
1.93%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,879Shares Held
229MCall Options Held
1.5MPut Options Held
1.47M-
Creative Planning Overland Park, KS16.2MShares$1.46 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.11 Billion0.09% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.07 Billion3.55% of portfolio
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Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
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Jpmorgan Chase & CO New York, NY9.6MShares$869 Million0.07% of portfolio