Wiser Advisor Group LLC Vanguard Specialized Funds Van Transaction History
Wiser Advisor Group LLC
- $68.8 Billion
- Q4 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 7,223 shares of VNQ stock, worth $626,089. This represents 0.94% of its overall portfolio holdings.
Number of Shares
7,223
Previous 6,896
4.74%
Holding current value
$626,089
Previous $672 Million
4.23%
% of portfolio
0.94%
Previous 1.0%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,912Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.29 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.07 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.02 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$892 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$832 Million0.07% of portfolio