Catalyst Financial Partners LLC Vanguard Specialized Funds Van Transaction History

Catalyst Financial Partners LLC

$532 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	BUY	$76.14 - $88.09 $441,231 - $510,481	5,795 New	5,795 $478 Million

Others Institutions Holding VNQ

# of Institutions

1,834

Shares Held

239M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.46 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.11 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.8M
Shares

$1.07 Billion
3.55% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.03 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$902 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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