Novak & Powell Financial Services, Inc. Vanguard Specialized Funds Van Transaction History
Novak & Powell Financial Services, Inc.
- $168 Billion
- Q4 2024
A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 17,665 shares of VNQ stock, worth $1.65 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
17,665
Previous 17,615
0.28%
Holding current value
$1.65 Million
Previous $1.72 Billion
8.3%
% of portfolio
0.94%
Previous 0.99%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,910Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.39 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.1 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$958 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$894 Million0.07% of portfolio