Wetzel Investment Advisors, Inc. Vanguard Specialized Funds Van Transaction History
Wetzel Investment Advisors, Inc.
- $176 Million
- Q1 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 1,131 shares of VNQ stock, worth $101,303. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,131
Previous 912
24.01%
Holding current value
$101,303
Previous $81,000
19.75%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,745Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.6 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.11 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.01 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.01 Billion3.52% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$935 Million0.08% of portfolio