Forza Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Forza Wealth Management, LLC
- $261 Billion
- Q3 2025
A detailed history of Forza Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Forza Wealth Management, LLC holds 3,643 shares of VNQ stock, worth $326,376. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,643
Previous 3,643
-0.0%
Holding current value
$326,376
Previous $324 Million
2.65%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,935Shares Held
237MCall Options Held
1.07MPut Options Held
1.31M-
Empower Advisory Group, LLC Greenwood Village, CO15MShares$1.35 Billion3.82% of portfolio
-
Creative Planning Overland Park, KS13.3MShares$1.19 Billion0.94% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$982 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$907 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.78MShares$876 Million0.06% of portfolio