Compass Ion Advisors, LLC Vanguard Specialized Funds Van Transaction History
Compass Ion Advisors, LLC
- $773 Million
- Q4 2024
A detailed history of Compass Ion Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 41,157 shares of VNQ stock, worth $3.77 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
41,157
Previous 36,858
11.66%
Holding current value
$3.77 Million
Previous $3.59 Million
2.12%
% of portfolio
0.47%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,910Shares 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