Optima Capital LLC Vanguard Specialized Funds Van Transaction History
Optima Capital LLC
- $157 Billion
- Q1 2025
A detailed history of Optima Capital LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Optima Capital LLC holds 13,891 shares of VNQ stock, worth $1.25 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
13,891
Previous 14,597
4.84%
Holding current value
$1.25 Million
Previous $1.3 Billion
3.28%
% of portfolio
0.8%
Previous 0.9%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,936Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.28 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.25 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.08 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$968 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$861 Million0.71% of portfolio