Soa Wealth Advisors, Llc. Vanguard Specialized Funds Van Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 227 shares of VNQ stock, worth $22,150. This represents 0.0% of its overall portfolio holdings.
Number of Shares
227
Previous 227
-0.0%
Holding current value
$22,150
Previous $19,000
15.79%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding VNQ
# of Institutions
1,740Shares Held
237MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.58 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.17 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.1 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.05 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$948 Million0.07% of portfolio