Laidlaw Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Laidlaw Wealth Management LLC
- $268 Million
- Q4 2024
A detailed history of Laidlaw Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 13,056 shares of VNQ stock, worth $1.18 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
13,056
Previous 12,522
4.26%
Holding current value
$1.18 Million
Previous $1.22 Million
4.59%
% of portfolio
0.43%
Previous 0.64%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
227MCall 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$1.12 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$928 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$865 Million0.07% of portfolio