Jfs Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 9,940 shares of VNQ stock, worth $891,717. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,940
Previous 10,616
6.37%
Holding current value
$891,717
Previous $1.03 Million
14.41%
% of portfolio
0.06%
Previous 0.07%
Shares
30 transactions
Others Institutions Holding VNQ
# of Institutions
1,920Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.34 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.11 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.06 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$923 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$861 Million0.07% of portfolio