Catalytic Wealth Ria, LLC Vanguard Specialized Funds Van Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 19,018 shares of VNQ stock, worth $1.74 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
19,018
Previous 19,742
3.67%
Holding current value
$1.74 Million
Previous $1.92 Billion
11.91%
% of portfolio
0.3%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,909Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.36 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.13 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$943 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$879 Million0.07% of portfolio