Accretive Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History
Accretive Wealth Partners, LLC
- $227 Million
- Q4 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 11,943 shares of VNQ stock, worth $1.12 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
11,943
Previous 14,016
14.79%
Holding current value
$1.12 Million
Previous $1.37 Million
22.12%
% of portfolio
0.47%
Previous 0.59%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,913Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.4 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.16 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.11 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$966 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$901 Million0.07% of portfolio