Coastal Bridge Advisors, LLC Vanguard Specialized Funds Van Transaction History
Coastal Bridge Advisors, LLC
- $345 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,896Shares Held
224MCall Options Held
1.8MPut Options Held
1.58M-
Creative Planning Overland Park, KS14.9MShares$1.36 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.13 Billion0.09% 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