Balasa Dinverno & Foltz LLC Vanguard Specialized Funds Van Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 3,019 shares of VNQ stock, worth $273,279. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,019
Previous 3,019
-0.0%
Holding current value
$273,279
Previous $258,000
7.75%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,889Shares Held
227MCall Options Held
1.74MPut Options Held
1.62M-
Creative Planning Overland Park, KS16.2MShares$1.46 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.11 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.07 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$869 Million0.07% of portfolio