Morton Brown Family Wealth, LLC Vanguard Specialized Funds Van Transaction History
Morton Brown Family Wealth, LLC
- $242 Million
- Q1 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 2,963 shares of VNQ stock, worth $248,180. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,963
Previous 3,436
13.77%
Holding current value
$248,180
Previous $303,000
15.51%
% of portfolio
0.11%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding VNQ
# of Institutions
1,756Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.04 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$948 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$898 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$875 Million0.08% of portfolio