Sfg Wealth Management, Llc. Vanguard Specialized Funds Van Transaction History
Sfg Wealth Management, Llc.
- $183 Million
- Q4 2024
A detailed history of Sfg Wealth Management, Llc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 3,000 shares of VNQ stock, worth $281,700. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,000
Previous 2,062
45.49%
Holding current value
$281,700
Previous $200,000
33.5%
% of portfolio
0.15%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,913Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.4 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.16 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.11 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$966 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$901 Million0.07% of portfolio