Switch Point Financial Planning, LLC Vanguard Specialized Funds Van Transaction History
Switch Point Financial Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Switch Point Financial Planning, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 2,508 shares of VNQ stock, worth $227,024. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,508Holding current value
$227,024% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,866Shares Held
229MCall Options Held
1.5MPut Options Held
1.47M-
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
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Jpmorgan Chase & CO New York, NY9.6MShares$869 Million0.07% of portfolio