Simplicity Wealth,Llc Vanguard Specialized Funds Van Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 2024
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Simplicity Wealth,Llc holds 5,485 shares of VNQ stock, worth $496,502. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,485
Previous 14,044
60.94%
Holding current value
$496,502
Previous $1.37 Million
64.33%
% of portfolio
0.11%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,889Shares Held
227MCall Options Held
1.74MPut Options Held
1.62M-
Creative Planning Overland Park, KS16.2MShares$1.46 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.11 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.07 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$869 Million0.07% of portfolio