Wiser Advisor Group LLC Vanguard Specialized Funds Van Transaction History
Wiser Advisor Group LLC
- $67 Billion
- Q3 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 6,896 shares of VNQ stock, worth $663,671. This represents 1.0% of its overall portfolio holdings.
Number of Shares
6,896
Previous 6,850
0.67%
Holding current value
$663,671
Previous $574 Million
17.11%
% of portfolio
1.0%
Previous 0.9%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.18 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.1 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.09 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$960 Million0.08% of portfolio