Windward Private Wealth Management Inc. Vanguard Specialized Funds Van Transaction History
Windward Private Wealth Management Inc.
- $256 Million
- Q4 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 3,676 shares of VNQ stock, worth $319,223. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,676
Previous 3,821
3.79%
Holding current value
$319,223
Previous $372,000
12.1%
% of portfolio
0.13%
Previous 0.14%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,917Shares Held
234MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.29 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.07 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.02 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$893 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$833 Million0.07% of portfolio