Perennial Investment Advisors, LLC Vanguard Specialized Funds Van Transaction History
Perennial Investment Advisors, LLC
- $761 Million
- Q3 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 2,459 shares of VNQ stock, worth $220,350. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,459
Previous 2,447
0.49%
Holding current value
$220,350
Previous $204,000
17.16%
% of portfolio
0.03%
Previous 0.03%
Shares
19 transactions
Others Institutions Holding VNQ
# of Institutions
1,822Shares Held
238MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.45 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$894 Million0.08% of portfolio