Sowell Financial Services LLC Vanguard Specialized Funds Van Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
A detailed history of Sowell Financial Services LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sowell Financial Services LLC holds 48,428 shares of VNQ stock, worth $4.39 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
48,428
Previous 46,389
4.4%
Holding current value
$4.39 Million
Previous $3.89 Million
21.42%
% of portfolio
0.23%
Previous 0.19%
Shares
27 transactions
Others Institutions Holding VNQ
# of Institutions
1,834Shares Held
239MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.46 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.11 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.07 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$904 Million0.08% of portfolio