Tortoise Investment Management, LLC Vanguard Specialized Funds Van Transaction History
Tortoise Investment Management, LLC
- $798 Million
- Q1 2024
A detailed history of Tortoise Investment Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 10,664 shares of VNQ stock, worth $893,429. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,664
Previous 10,201
4.54%
Holding current value
$893,429
Previous $901,000
2.33%
% of portfolio
0.12%
Previous 0.12%
Shares
24 transactions
Others Institutions Holding VNQ
# of Institutions
1,754Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.04 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$948 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$898 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$875 Million0.08% of portfolio