Novak & Powell Financial Services, Inc. Vanguard Specialized Funds Van Transaction History
Novak & Powell Financial Services, Inc.
- $172 Billion
- Q3 2024
A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 17,615 shares of VNQ stock, worth $1.67 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
17,615
Previous 17,545
0.4%
Holding current value
$1.67 Million
Previous $1.47 Billion
16.77%
% of portfolio
0.99%
Previous 0.91%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.53 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.17 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.08 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.08 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$946 Million0.08% of portfolio