Presilium Private Wealth, LLC Vanguard Specialized Funds Van Transaction History
Presilium Private Wealth, LLC
- $435 Billion
- Q4 2024
A detailed history of Presilium Private Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Presilium Private Wealth, LLC holds 187,894 shares of VNQ stock, worth $17.4 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
187,894
Previous 174,973
7.38%
Holding current value
$17.4 Million
Previous $17 Billion
1.81%
% of portfolio
3.85%
Previous 3.93%
Shares
9 transactions
Others Institutions Holding VNQ
# of Institutions
1,911Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.38 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$954 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$890 Million0.07% of portfolio