Private Wealth Asset Management, LLC Vanguard Specialized Funds Van Put Options Transaction History

Private Wealth Asset Management, LLC

$695 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VNQ

# of Institutions

1,925

Shares Held

236M

Call Options Held

1.45M

Put Options Held

1.28M

Creative Planning Overland Park, KS

14.2M
Shares

$1.26 Billion
1.21% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.9M
Shares

$1.22 Billion
4.12% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.06 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$948 Million
0.08% of portfolio
Northwestern Mutual Wealth Management CO

9.54M
Shares

$843 Million
0.71% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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