Sfg Wealth Management, Llc. Vanguard Specialized Funds Van Transaction History
Sfg Wealth Management, Llc.
- $181 Million
- Q3 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 2,062 shares of VNQ stock, worth $198,446. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,062Holding current value
$198,446% of portfolio
0.11%Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.18 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.1 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.09 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$960 Million0.08% of portfolio