Soltis Investment Advisors LLC Vanguard Specialized Funds Van Transaction History
Soltis Investment Advisors LLC
- $1.01 Billion
- Q3 2024
A detailed history of Soltis Investment Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 40,963 shares of VNQ stock, worth $3.66 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
40,963
Previous 64,863
36.85%
Holding current value
$3.66 Million
Previous $5.43 Million
26.55%
% of portfolio
0.4%
Previous 0.58%
Shares
20 transactions
Others Institutions Holding VNQ
# of Institutions
1,826Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.01 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$890 Million0.08% of portfolio