Novak & Powell Financial Services, Inc. Vanguard Specialized Funds Van Transaction History
Novak & Powell Financial Services, Inc.
- $134 Billion
- Q1 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 12,087 shares of VNQ stock, worth $1.01 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
12,087
Previous 17,875
32.38%
Holding current value
$1.01 Million
Previous $1.58 Billion
34.01%
% of portfolio
0.78%
Previous 1.06%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,754Shares 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