Monterey Private Wealth, Inc. Vanguard Specialized Funds Van Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 24,944 shares of VNQ stock, worth $2.26 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
24,944
Previous 24,510
1.77%
Holding current value
$2.26 Million
Previous $2.39 Million
6.91%
% of portfolio
0.73%
Previous 0.82%
Shares
21 transactions
Others Institutions Holding VNQ
# of Institutions
1,826Shares Held
238MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.47 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.12 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.04 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$905 Million0.08% of portfolio