Private Wealth Asset Management, LLC Vanguard Specialized Funds Van Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 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 165,852 shares of VNQ stock, worth $15.2 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
165,852
Previous 167,128
0.76%
Holding current value
$15.2 Million
Previous $15.1 Billion
2.39%
% of portfolio
1.96%
Previous 2.18%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,913Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.32 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.28 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.25 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$930 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$925 Million0.66% of portfolio