Private Wealth Asset Management, LLC Vanguard Specialized Funds Van Transaction History
Private Wealth Asset Management, LLC
- $695 Billion
- Q1 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 167,128 shares of VNQ stock, worth $14.8 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
167,128Holding current value
$14.8 Million% of portfolio
2.18%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,936Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.26 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.23 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.06 Billion0.08% of portfolio
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Bank Of America Corp Charlotte, NC10.7MShares$949 Million0.08% of portfolio
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Northwestern Mutual Wealth Management CO9.54MShares$844 Million0.71% of portfolio