Marcum Wealth, LLC Vanguard Specialized Funds Van Transaction History
Marcum Wealth, LLC
- $1.06 Billion
- Q3 2024
A detailed history of Marcum Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Marcum Wealth, LLC holds 53,506 shares of VNQ stock, worth $4.58 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
53,506
Previous 47,398
12.89%
Holding current value
$4.58 Million
Previous $3.97 Million
31.28%
% of portfolio
0.49%
Previous 0.4%
Shares
20 transactions
Others Institutions Holding VNQ
# of Institutions
1,821Shares Held
238MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.38 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$977 Million3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$972 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$854 Million0.08% of portfolio