Perissos Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Perissos Private Wealth Management, LLC
- $125 Billion
- Q3 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 3,717 shares of VNQ stock, worth $332,039. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,717
Previous 3,786
1.82%
Holding current value
$332,039
Previous $317 Million
14.2%
% of portfolio
0.29%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.01 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$891 Million0.08% of portfolio