Stone Point Wealth LLC Vanguard Specialized Funds Van Transaction History
Stone Point Wealth LLC
- $294 Million
- Q4 2024
A detailed history of Stone Point Wealth LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Stone Point Wealth LLC holds 15,758 shares of VNQ stock, worth $1.41 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
15,758
Previous 15,467
1.88%
Holding current value
$1.41 Million
Previous $1.51 Million
6.84%
% of portfolio
0.48%
Previous 0.49%
Shares
13 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