Financial Perspectives, Inc Vanguard Specialized Funds Van Transaction History
Financial Perspectives, Inc
- $288 Billion
- Q3 2024
A detailed history of Financial Perspectives, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Financial Perspectives, Inc holds 9,124 shares of VNQ stock, worth $815,776. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,124
Previous 9,207
0.9%
Holding current value
$815,776
Previous $771 Million
15.26%
% of portfolio
0.31%
Previous 0.28%
Shares
18 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