Beacon Harbor Wealth Advisors, Inc. Vanguard Specialized Funds Van Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $420 Million
- Q3 2024
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 120,552 shares of VNQ stock, worth $11.2 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
120,552Holding current value
$11.2 Million% of portfolio
2.79%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,762Shares Held
240MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.5 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.11 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.05 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$999 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$905 Million0.07% of portfolio