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 $1.23 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
13,754
Previous 14,261
3.56%
Holding current value
$1.23 Million
Previous $1.27 Billion
1.97%
% of portfolio
1.31%
Previous 1.36%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,936Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.27 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.24 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$958 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$852 Million0.71% of portfolio