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 $327,491. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,716
Previous 3,709
0.19%
Holding current value
$327,491
Previous $305,000
0.98%
% of portfolio
0.23%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,910Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.27 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.24 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.21 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$897 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$891 Million0.66% of portfolio