Opal Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Opal Wealth Advisors, LLC
- $315 Million
- Q3 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 2,167 shares of VNQ stock, worth $212,712. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,167
Previous 2,139
1.31%
Holding current value
$212,712
Previous $179,000
17.88%
% of portfolio
0.07%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.59 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.21 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.12 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.12 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$980 Million0.08% of portfolio