Synergy Investment Management, LLC Vanguard Specialized Funds Van Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Synergy Investment Management, LLC holds 302 shares of VNQ stock, worth $27,303. This represents 0.01% of its overall portfolio holdings.
Number of Shares
302
Previous 616
50.97%
Holding current value
$27,303
Previous $54.9 Million
50.17%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,931Shares Held
234MCall Options Held
1.13MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.28 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.25 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.08 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$970 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$863 Million0.71% of portfolio