Aviso Wealth Management Vanguard Specialized Funds Van Transaction History
Aviso Wealth Management
- $196 Billion
- Q4 2024
A detailed history of Aviso Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Aviso Wealth Management holds 2,461 shares of VNQ stock, worth $222,154. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,461
Previous 2,461
-0.0%
Holding current value
$222,154
Previous $240 Million
8.56%
% of portfolio
0.11%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,918Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.34 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.12 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.06 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$929 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$866 Million0.07% of portfolio