Prestige Wealth Management Group LLC Vanguard Specialized Funds Van Transaction History

Prestige Wealth Management Group LLC

$443 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	N/A	-250 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	N/A	250 New	250 $23,000

Others Institutions Holding VNQ

# of Institutions

1,752

Shares Held

246M

Call Options Held

2.87M

Put Options Held

2.64M

Creative Planning Overland Park, KS

17.8M
Shares

$1.49 Billion
1.71% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$1.03 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

11.3M
Shares

$945 Million
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

10.7M
Shares

$895 Million
3.47% of portfolio
Jpmorgan Chase & CO New York, NY

10.4M
Shares

$872 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.