Optimist Retirement Group LLC Vanguard Specialized Funds Van Transaction History
Optimist Retirement Group LLC
- $190 Billion
- Q2 2024
A detailed history of Optimist Retirement Group LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Optimist Retirement Group LLC holds 6,688 shares of VNQ stock, worth $643,653. This represents 0.29% of its overall portfolio holdings.
Number of Shares
6,688
Previous 7,098
5.78%
Holding current value
$643,653
Previous $614 Million
8.74%
% of portfolio
0.29%
Previous 0.32%
Shares
3 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$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.18 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.1 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.09 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$960 Million0.08% of portfolio