Uptown Financial Advisors LLC Vanguard Global Ex U.S. Real Transaction History
Uptown Financial Advisors LLC
- $117 Billion
- Q2 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 6,897 shares of VNQI stock, worth $323,400. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,897
Previous 6,930
0.48%
Holding current value
$323,400
Previous $280 Million
13.52%
% of portfolio
0.27%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding VNQI
# of Institutions
394Shares Held
51.9MCall Options Held
17.9KPut Options Held
3.4K-
Empower Advisory Group, LLC Greenwood Village, CO13.6MShares$640 Million1.9% of portfolio
-
Personal Capital Advisors Corp11.9MShares$559 Million2.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.56MShares$261 Million0.05% of portfolio
-
Ballentine Partners, LLC Waltham, MA1.44MShares$67.5 Million1.01% of portfolio
-
Envestnet Asset Management Inc1.32MShares$62.1 Million0.02% of portfolio