Uptown Financial Advisors LLC Vanguard Global Ex U.S. Real Transaction History
Uptown Financial Advisors LLC
- $121 Billion
- Q3 2025
A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 6,970 shares of VNQI stock, worth $331,632. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,970
Previous 6,897
1.06%
Holding current value
$331,632
Previous $318 Million
4.54%
% of portfolio
0.27%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding VNQI
# of Institutions
411Shares Held
53MCall Options Held
10KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$660 Million1.84% of portfolio
-
Personal Capital Advisors Corp11.9MShares$568 Million2.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.39MShares$257 Million0.04% of portfolio
-
Assetmark, Inc1.85MShares$88 Million0.19% of portfolio
-
Ballentine Partners, LLC Waltham, MA1.5MShares$71.3 Million1.01% of portfolio