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 $85,669. This represents 0.04% of its overall portfolio holdings.
Number of Shares
946
Previous 946
-0.0%
Holding current value
$85,669
Previous $71,000
16.9%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,909Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio