Pb Mares Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Pb Mares Wealth Management LLC
- $474 Million
- Q3 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 3,138 shares of VNQ stock, worth $280,568. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,138
Previous 4,578
31.45%
Holding current value
$280,568
Previous $383,000
20.37%
% of portfolio
0.06%
Previous 0.09%
Shares
19 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.02 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$892 Million0.08% of portfolio