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 $350,381. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,716
Previous 3,709
0.19%
Holding current value
$350,381
Previous $305,000
0.98%
% of portfolio
0.23%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.4 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.17 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.11 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$970 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$905 Million0.07% of portfolio