Stone Point Wealth LLC Vanguard Global Ex U.S. Real Transaction History
Stone Point Wealth LLC
- $305 Million
- Q3 2024
A detailed history of Stone Point Wealth LLC transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Stone Point Wealth LLC holds 28,530 shares of VNQI stock, worth $1.23 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
28,530
Previous 27,279
4.59%
Holding current value
$1.23 Million
Previous $1.11 Million
20.98%
% of portfolio
0.44%
Previous 0.4%
Shares
12 transactions
Others Institutions Holding VNQI
# of Institutions
384Shares Held
57MCall Options Held
15.8KPut Options Held
18.4K-
Empower Advisory Group, LLC Greenwood Village, CO15.4MShares$664 Million2.45% of portfolio
-
Personal Capital Advisors Corp11.9MShares$515 Million2.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.07MShares$262 Million0.06% of portfolio
-
Envestnet Asset Management Inc1.41MShares$61.1 Million0.02% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA1.38MShares$59.8 Million0.33% of portfolio