Provence Wealth Management Group Vanguard Specialized Funds Van Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Provence Wealth Management Group holds 946 shares of VNQ stock, worth $80,930. This represents 0.04% of its overall portfolio holdings.
Number of Shares
946
Previous 946
-0.0%
Holding current value
$80,930
Previous $71,000
16.9%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,821Shares Held
238MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.38 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$977 Million3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$972 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$854 Million0.08% of portfolio