Roi Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History
Roi Financial Advisors, LLC
- $147 Billion
- Q4 2024
A detailed history of Roi Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 5,240 shares of VNQ stock, worth $470,080. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,240
Previous 5,388
2.75%
Holding current value
$470,080
Previous $525 Million
11.08%
% of portfolio
0.32%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,919Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.34 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.11 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.06 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$923 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$861 Million0.07% of portfolio