True Private Wealth Advisors Vanguard Specialized Funds Van Transaction History
True Private Wealth Advisors
- $857 Million
- Q1 2024
A detailed history of True Private Wealth Advisors transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, True Private Wealth Advisors holds 3,603 shares of VNQ stock, worth $300,346. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,603
Previous 5,835
38.25%
Holding current value
$300,346
Previous $515,000
39.61%
% of portfolio
0.04%
Previous 0.07%
Shares
23 transactions
Others Institutions Holding VNQ
# of Institutions
1,750Shares 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$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$943 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$894 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$871 Million0.08% of portfolio