Roi Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History
Roi Financial Advisors, LLC
- $127 Billion
- Q1 2024
A detailed history of Roi Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 5,317 shares of VNQ stock, worth $444,022. This represents 0.36% of its overall portfolio holdings.
Number of Shares
5,317
Previous 5,314
0.06%
Holding current value
$444,022
Previous $470 Million
2.13%
% of portfolio
0.36%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,752Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$945 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$895 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$872 Million0.08% of portfolio