Soltis Investment Advisors LLC Vanguard Specialized Funds Van Transaction History
Soltis Investment Advisors LLC
- $1.03 Billion
- Q4 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 35,482 shares of VNQ stock, worth $3.28 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
35,482
Previous 40,963
13.38%
Holding current value
$3.28 Million
Previous $3.99 Million
20.8%
% of portfolio
0.31%
Previous 0.4%
Shares
21 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.38 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$951 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$887 Million0.07% of portfolio