Summit Financial Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Summit Financial Wealth Advisors, LLC
- $505 Million
- Q3 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 7,555 shares of VNQ stock, worth $684,105. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,555
Previous 7,065
6.94%
Holding current value
$684,105
Previous $591,000
24.53%
% of portfolio
0.15%
Previous 0.13%
Shares
23 transactions
Others Institutions Holding VNQ
# of Institutions
1,829Shares Held
239MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.46 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.11 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.07 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$904 Million0.08% of portfolio