Diversify Advisory Services, LLC Vanguard Specialized Funds Van Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 5,838 shares of VNQ stock, worth $548,188. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,838
Previous 7,858
25.71%
Holding current value
$548,188
Previous $752 Million
33.62%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,913Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.4 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.16 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.11 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$966 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$901 Million0.07% of portfolio