Joel Isaacson & Co., LLC Vanguard Specialized Funds Van Put Options Transaction History

Joel Isaacson & Co., LLC

$2.18 Billion
Q4 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2021 Jul 20, 2021	BUY	$93.53 - $105.5 $280,590 - $316,500	3,000 New	3,000 $3,000

Others Institutions Holding VNQ

# of Institutions

1,911

Shares Held

228M

Call Options Held

1.45M

Put Options Held

1.56M

Creative Planning Overland Park, KS

14.9M
Shares

$1.38 Billion
1.29% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$1.15 Billion
0.08% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.8M
Shares

$1.09 Billion
3.55% of portfolio
Bank Of America Corp Charlotte, NC

10.3M
Shares

$954 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

9.6M
Shares

$890 Million
0.07% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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