Pinnacle Family Advisors, LLC Vanguard Specialized Funds Van Transaction History
Pinnacle Family Advisors, LLC
- $171 Million
- Q3 2024
A detailed history of Pinnacle Family Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 7,798 shares of VNQ stock, worth $739,406. This represents 0.44% of its overall portfolio holdings.
Number of Shares
7,798
Previous 7,962
2.06%
Holding current value
$739,406
Previous $666,000
13.96%
% of portfolio
0.44%
Previous 0.41%
Shares
16 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.53 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.17 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.08 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.08 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$946 Million0.08% of portfolio