Wiser Advisor Group LLC Vanguard Specialized Funds Van Transaction History
Wiser Advisor Group LLC
- $63.6 Billion
- Q2 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 6,850 shares of VNQ stock, worth $639,447. This represents 0.9% of its overall portfolio holdings.
Number of Shares
6,850
Previous 5,384
27.23%
Holding current value
$639,447
Previous $468 Million
22.68%
% of portfolio
0.9%
Previous 0.73%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,778Shares Held
244MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.51 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.12 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.07 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$932 Million0.08% of portfolio