Summit Financial Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Summit Financial Wealth Advisors, LLC
- $490 Million
- Q4 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 11,590 shares of VNQ stock, worth $1.06 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
11,590
Previous 7,555
53.41%
Holding current value
$1.06 Million
Previous $736,000
40.22%
% of portfolio
0.21%
Previous 0.15%
Shares
24 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