Synergy Asset Management, LLC Vanguard Specialized Funds Van Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Synergy Asset Management, LLC holds 1,116 shares of VNQ stock, worth $102,270. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,116Holding current value
$102,270% of portfolio
0.01%Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,909Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.36 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.13 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$943 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$879 Million0.07% of portfolio