Sowell Financial Services LLC Vanguard Specialized Funds Van Transaction History
Sowell Financial Services LLC
- $1.85 Billion
- Q4 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 10,496 shares of VNQ stock, worth $961,748. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,496
Previous 48,428
78.33%
Holding current value
$961,748
Previous $4.72 Million
80.2%
% of portfolio
0.05%
Previous 0.23%
Shares
28 transactions
Others Institutions Holding VNQ
# of Institutions
1,896Shares Held
224MCall Options Held
1.8MPut Options Held
1.58M-
Creative Planning Overland Park, KS14.9MShares$1.36 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.13 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$943 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$879 Million0.07% of portfolio