Sincerus Advisory, LLC Vanguard Specialized Funds Van Transaction History
Sincerus Advisory, LLC
- $94.8 Billion
- Q1 2025
A detailed history of Sincerus Advisory, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sincerus Advisory, LLC holds 13,754 shares of VNQ stock, worth $1.21 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
13,754
Previous 14,261
3.56%
Holding current value
$1.21 Million
Previous $1.27 Billion
1.97%
% of portfolio
1.31%
Previous 1.36%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,919Shares Held
233MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.32 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.09 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.04 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$909 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$848 Million0.07% of portfolio