Diversify Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 19,111 shares of VNQ stock, worth $1.79 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,111
Previous 14,808
29.06%
Holding current value
$1.79 Million
Previous $1.43 Billion
14.49%
% of portfolio
0.13%
Previous 0.14%
Shares
3 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