Bkm Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Bkm Wealth Management, LLC
- $244 Billion
- Q4 2024
A detailed history of Bkm Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 18,348 shares of VNQ stock, worth $1.72 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
18,348
Previous 18,348
-0.0%
Holding current value
$1.72 Million
Previous $1.79 Billion
8.56%
% of portfolio
0.67%
Previous 0.73%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,913Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.4 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.16 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.11 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$966 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$901 Million0.07% of portfolio