Horizons Wealth Management Vanguard Specialized Funds Van Transaction History
Horizons Wealth Management
- $130 Million
- Q3 2024
A detailed history of Horizons Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Horizons Wealth Management holds 104,060 shares of VNQ stock, worth $9.3 Million. This represents 7.79% of its overall portfolio holdings.
Number of Shares
104,060
Previous 106,461
2.26%
Holding current value
$9.3 Million
Previous $8.92 Million
13.68%
% of portfolio
7.79%
Previous 7.2%
Shares
9 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