Avantax Planning Partners, Inc. Vanguard Specialized Funds Van Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,621 shares of VNQ stock, worth $234,343. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,621
Previous 2,548
2.86%
Holding current value
$234,343
Previous $213,000
19.72%
% of portfolio
0.01%
Previous 0.01%
Shares
27 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$1.44 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$892 Million0.08% of portfolio