Strategic Financial Concepts, LLC Vanguard Specialized Funds Van Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 82,735 shares of VNQ stock, worth $7.58 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
82,735
Previous 3,681
2147.62%
Holding current value
$7.58 Million
Previous $359 Million
64.05%
% of portfolio
0.02%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,896Shares Held
224MCall Options Held
1.8MPut Options Held
1.58M-
Creative Planning Overland Park, KS14.9MShares$1.36 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.13 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$943 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$879 Million0.07% of portfolio