Strata Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Strata Wealth Advisors, LLC
- $290 Billion
- Q2 2024
A detailed history of Strata Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 8,970 shares of VNQ stock, worth $860,043. This represents 0.26% of its overall portfolio holdings.
Number of Shares
8,970
Previous 8,437
6.32%
Holding current value
$860,043
Previous $730 Million
2.97%
% of portfolio
0.26%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,785Shares Held
244MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.1 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.03 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$957 Million0.08% of portfolio