Strategic Financial Concepts, LLC Vanguard Specialized Funds Van Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 3,681 shares of VNQ stock, worth $345,277. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,681
Previous 461,007
99.2%
Holding current value
$345,277
Previous $48.8 Million
634.77%
% of portfolio
0.11%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.52 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.15 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.07 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.07 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$936 Million0.08% of portfolio