Phillips Financial Management, LLC Vanguard Global Ex U.S. Real Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Phillips Financial Management, LLC holds 16,216 shares of VNQI stock, worth $635,991. This represents 0.06% of its overall portfolio holdings.
Number of Shares
16,216
Previous 16,597
2.3%
Holding current value
$635,991
Previous $673,000
12.93%
% of portfolio
0.06%
Previous 0.06%
Shares
28 transactions
Others Institutions Holding VNQI
# of Institutions
384Shares Held
57MCall Options Held
15.8KPut Options Held
18.4K-
Empower Advisory Group, LLC Greenwood Village, CO15.4MShares$603 Million2.45% of portfolio
-
Personal Capital Advisors Corp11.9MShares$468 Million2.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.07MShares$238 Million0.06% of portfolio
-
Envestnet Asset Management Inc1.41MShares$55.4 Million0.02% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA1.38MShares$54.3 Million0.33% of portfolio