Windward Private Wealth Management Inc. Vanguard Specialized Funds Van Transaction History
Windward Private Wealth Management Inc.
- $247 Million
- Q2 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 4,100 shares of VNQ stock, worth $389,664. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,100
Previous 4,914
16.56%
Holding current value
$389,664
Previous $424,000
19.1%
% of portfolio
0.14%
Previous 0.17%
Shares
15 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$923 Million0.07% of portfolio