North Berkeley Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
North Berkeley Wealth Management, LLC
- $98.5 Billion
- Q4 2024
A detailed history of North Berkeley Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 11,944 shares of VNQ stock, worth $1.07 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
11,944Holding current value
$1.07 Million% of portfolio
1.08%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,934Shares 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