Ulland Investment Advisors, LLC Vanguard Specialized Funds Van Transaction History
Ulland Investment Advisors, LLC
- $137 Million
- Q3 2024
A detailed history of Ulland Investment Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 170 shares of VNQ stock, worth $16,360. This represents 0.01% of its overall portfolio holdings.
Number of Shares
170
Previous 170
-0.0%
Holding current value
$16,360
Previous $14,000
21.43%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.18 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.1 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.09 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$960 Million0.08% of portfolio