Endowment Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History
Endowment Wealth Management, Inc.
- $137 Million
- Q3 2024
A detailed history of Endowment Wealth Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 12,208 shares of VNQ stock, worth $1.09 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
12,208
Previous 11,913
2.48%
Holding current value
$1.09 Million
Previous $997,000
19.26%
% of portfolio
0.87%
Previous 0.8%
Shares
12 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.02 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$892 Million0.08% of portfolio