Optimum Investment Advisors Vanguard Specialized Funds Van Transaction History
Optimum Investment Advisors
- $223 Million
- Q2 2025
A detailed history of Optimum Investment Advisors transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Optimum Investment Advisors holds 220 shares of VNQ stock, worth $19,923. This represents 0.01% of its overall portfolio holdings.
Number of Shares
220
Previous 220
-0.0%
Holding current value
$19,923
Previous $19,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,909Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio