Spire Wealth Management Vanguard Specialized Funds Van Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
A detailed history of Spire Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Spire Wealth Management holds 16,412 shares of VNQ stock, worth $1.5 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,412
Previous 59,511
72.42%
Holding current value
$1.5 Million
Previous $5.8 Million
74.8%
% of portfolio
0.05%
Previous 0.2%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,843Shares Held
240MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.48 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.04 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$915 Million0.08% of portfolio