Moran Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Moran Wealth Management, LLC
- $2.97 Billion
- Q2 2024
A detailed history of Moran Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Moran Wealth Management, LLC holds 17,299 shares of VNQ stock, worth $1.65 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,299
Previous 16,851
2.66%
Holding current value
$1.65 Million
Previous $1.46 Million
0.62%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,732Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$924 Million0.07% of portfolio