Perissos Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Perissos Private Wealth Management, LLC
- $110 Billion
- Q1 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 4,695 shares of VNQ stock, worth $391,375. This represents 0.37% of its overall portfolio holdings.
Number of Shares
4,695Holding current value
$391,375% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,750Shares 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$943 Million0.09% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$894 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$871 Million0.08% of portfolio