True Wealth Design, LLC Vanguard Specialized Funds Van Transaction History
True Wealth Design, LLC
- $401 Billion
- Q1 2024
A detailed history of True Wealth Design, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, True Wealth Design, LLC holds 70 shares of VNQ stock, worth $5,829. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70Holding current value
$5,829% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,751Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.48 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$942 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$893 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$870 Million0.08% of portfolio