Smallwood Wealth Investment Management, LLC Vanguard Specialized Funds Van Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 630 shares of VNQ stock, worth $55,647. This represents 0.04% of its overall portfolio holdings.
Number of Shares
630Holding current value
$55,647% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,927Shares Held
236MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.26 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.22 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.06 Billion0.08% of portfolio
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Bank Of America Corp Charlotte, NC10.7MShares$948 Million0.08% of portfolio
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Northwestern Mutual Wealth Management CO9.54MShares$843 Million0.71% of portfolio