Provence Wealth Management Group Vanguard Specialized Funds Van Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Provence Wealth Management Group holds 946 shares of VNQ stock, worth $88,082. This represents 0.04% of its overall portfolio holdings.
Number of Shares
946
Previous 946
-0.0%
Holding current value
$88,082
Previous $71,000
16.9%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,762Shares Held
240MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.5 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.11 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.05 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$999 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$905 Million0.07% of portfolio