Daymark Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q3 2024
A detailed history of Daymark Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 8,231 shares of VNQ stock, worth $737,909. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,231
Previous 8,183
0.59%
Holding current value
$737,909
Previous $685,000
16.93%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.45 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.02 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$895 Million0.08% of portfolio