Regal Investment Advisors LLC Vanguard Specialized Funds Van Transaction History
Regal Investment Advisors LLC
- $1.21 Billion
- Q1 2025
A detailed history of Regal Investment Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Regal Investment Advisors LLC holds 66,118 shares of VNQ stock, worth $5.82 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
66,118
Previous 63,832
3.58%
Holding current value
$5.82 Million
Previous $5.69 Million
5.28%
% of portfolio
0.49%
Previous 0.44%
Shares
31 transactions
Others Institutions Holding VNQ
# of Institutions
1,932Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.25 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.22 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.05 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$944 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$840 Million0.71% of portfolio