Pathstone Family Office, LLC Vanguard Specialized Funds Van Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Pathstone Family Office, LLC holds 352,772 shares of VNQ stock, worth $29.4 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
352,772
Previous 174,997
101.59%
Holding current value
$29.4 Million
Previous $14.6 Million
82.53%
% of portfolio
0.17%
Previous 0.22%
Shares
30 transactions
Others Institutions Holding VNQ
# of Institutions
1,751Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.48 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$942 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$893 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$870 Million0.08% of portfolio