Towerpoint Wealth, LLC Vanguard Specialized Funds Van Transaction History
Towerpoint Wealth, LLC
- $201 Million
- Q4 2024
A detailed history of Towerpoint Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 7,295 shares of VNQ stock, worth $668,951. This represents 0.32% of its overall portfolio holdings.
Number of Shares
7,295
Previous 7,308
0.18%
Holding current value
$668,951
Previous $711,000
8.72%
% of portfolio
0.32%
Previous 0.34%
Shares
29 transactions
Others Institutions Holding VNQ
# of Institutions
1,844Shares Held
238MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.48 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.04 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$915 Million0.08% of portfolio