Perennial Investment Advisors, LLC Vanguard Specialized Funds Van Transaction History
Perennial Investment Advisors, LLC
- $657 Million
- Q1 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 2,447 shares of VNQ stock, worth $204,348. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,447
Previous 3,026
19.13%
Holding current value
$204,348
Previous $267,000
20.97%
% of portfolio
0.03%
Previous 0.04%
Shares
18 transactions
Others Institutions Holding VNQ
# of Institutions
1,752Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$945 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$895 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$872 Million0.08% of portfolio