Wiser Advisor Group LLC Vanguard Specialized Funds Van Transaction History
Wiser Advisor Group LLC
- $63.8 Billion
- Q1 2024
A detailed history of Wiser Advisor Group LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wiser Advisor Group LLC holds 5,384 shares of VNQ stock, worth $450,963. This represents 0.73% of its overall portfolio holdings.
Number of Shares
5,384
Previous 5,156
4.42%
Holding current value
$450,963
Previous $456 Million
2.63%
% of portfolio
0.73%
Previous 0.76%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,756Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.04 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$948 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$898 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$875 Million0.08% of portfolio