Root Financial Partners, LLC Vanguard Specialized Funds Van Transaction History
Root Financial Partners, LLC
- $337 Billion
- Q1 2024
A detailed history of Root Financial Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Root Financial Partners, LLC holds 6,588 shares of VNQ stock, worth $591,009. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,588
Previous 6,571
0.26%
Holding current value
$591,009
Previous $581 Million
1.87%
% of portfolio
0.17%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,749Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.6 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.11 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.01 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$962 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$937 Million0.08% of portfolio