Transparent Wealth Partners LLC Vanguard Specialized Funds Van Transaction History
Transparent Wealth Partners LLC
- $136 Million
- Q1 2023
A detailed history of Transparent Wealth Partners LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Transparent Wealth Partners LLC holds 3,716 shares of VNQ stock, worth $329,795. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,716
Previous 3,709
0.19%
Holding current value
$329,795
Previous $305,000
0.98%
% of portfolio
0.23%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.43 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.09 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.01 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.01 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$886 Million0.08% of portfolio