Robertson Stephens Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 6,602 shares of VNQ stock, worth $572,261. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,602
Previous 7,936
16.81%
Holding current value
$572,261
Previous $706,000
16.15%
% of portfolio
0.02%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,914Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.29 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.07 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.02 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$892 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$832 Million0.07% of portfolio