Wespac Advisors So Cal, LLC Vanguard Specialized Funds Van Transaction History
Wespac Advisors So Cal, LLC
- $377 Million
- Q1 2025
Shares
8 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
232MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.32 Billion1.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.22 Billion4.12% of portfolio
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Morgan Stanley New York, NY12.4MShares$1.09 Billion0.08% of portfolio
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Bank Of America Corp Charlotte, NC10.3MShares$909 Million0.08% of portfolio
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Jpmorgan Chase & CO New York, NY9.6MShares$848 Million0.07% of portfolio