Life Guide Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History
Life Guide Financial Advisors, LLC
- $233 Million
- Q3 2024
A detailed history of Life Guide Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Life Guide Financial Advisors, LLC holds 658,203 shares of VNQ stock, worth $63 Million. This represents 27.51% of its overall portfolio holdings.
Number of Shares
658,203
Previous 647,826
1.6%
Holding current value
$63 Million
Previous $54.3 Million
18.17%
% of portfolio
27.51%
Previous 26.51%
Shares
13 transactions
Others Institutions Holding VNQ
# of Institutions
1,751Shares Held
241MCall 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