Oak Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History
Oak Wealth Advisors LLC
- $130 Billion
- Q4 2024
A detailed history of Oak Wealth Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 3,770 shares of VNQ stock, worth $340,317. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,770Holding current value
$340,317% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,918Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.34 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.12 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.06 Billion3.55% of portfolio
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Bank Of America Corp Charlotte, NC10.3MShares$929 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$866 Million0.07% of portfolio