Quotient Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History
Quotient Wealth Partners, LLC
- $3.06 Trillion
- Q4 2024
A detailed history of Quotient Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 5,859 shares of VNQ stock, worth $537,270. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,859
Previous 5,488
6.76%
Holding current value
$537,270
Previous $535 Million
2.38%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,843Shares Held
240MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.48 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.04 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$915 Million0.08% of portfolio