Mgb Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Mgb Wealth Management, LLC
- $322 Billion
- Q4 2024
A detailed history of Mgb Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 2,225 shares of VNQ stock, worth $208,927. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,225
Previous 2,225
-0.0%
Holding current value
$208,927
Previous $217 Million
8.56%
% of portfolio
0.06%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,913Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.4 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.16 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.11 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$966 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$901 Million0.07% of portfolio