Integris Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Integris Wealth Management, LLC
- $355 Billion
- Q4 2024
A detailed history of Integris Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Integris Wealth Management, LLC holds 15,889 shares of VNQ stock, worth $1.4 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
15,889
Previous 16,321
2.65%
Holding current value
$1.4 Million
Previous $1.59 Billion
10.98%
% of portfolio
0.4%
Previous 0.44%
Shares
9 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.32 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.09 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.04 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$909 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$848 Million0.07% of portfolio