Lantern Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Lantern Wealth Advisors, LLC
- $154 Billion
- Q4 2024
A detailed history of Lantern Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 6,607 shares of VNQ stock, worth $592,713. This represents 0.38% of its overall portfolio holdings.
Number of Shares
6,607
Previous 6,608
0.02%
Holding current value
$592,713
Previous $644 Million
8.58%
% of portfolio
0.38%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,919Shares 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$1.11 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