Montag A & Associates Inc Vanguard Global Ex U.S. Real Transaction History

Montag A & Associates Inc

$2.09 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$39.75 - $43.06 $7,910 - $8,568	199 New	199 $8,000
Q4 2021 Feb 09, 2022	SELL	$52.69 - $58.11 $13,014 - $14,353	-247 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$46.58 - $54.89 $11,505 - $13,557	247 New	247 $13,000

Others Institutions Holding VNQI

# of Institutions

382

Shares Held

57M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$651 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$505 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$257 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$59.9 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$58.6 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

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