Lbj Family Wealth Advisors, Ltd. Vanguard Specialized Funds Van Transaction History
Lbj Family Wealth Advisors, Ltd.
- $168 Million
- Q3 2024
A detailed history of Lbj Family Wealth Advisors, Ltd. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lbj Family Wealth Advisors, Ltd. holds 40,450 shares of VNQ stock, worth $3.87 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
40,450
Previous 40,450
-0.0%
Holding current value
$3.87 Million
Previous $3.39 Million
15.44%
% of portfolio
2.32%
Previous 2.15%
Shares
24 transactions
Others Institutions Holding VNQ
# of Institutions
1,754Shares Held
240MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.08 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.03 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$930 Million0.07% of portfolio