Peak Retirement Planning, Inc. Vanguard Specialized Funds Van Transaction History
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 53,129 shares of VNQ stock, worth $4.92 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
53,129Holding current value
$4.92 Million% of portfolio
3.2%Shares
1 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$1.38 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
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Bank Of America Corp Charlotte, NC10.3MShares$952 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$888 Million0.07% of portfolio