Bkm Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Bkm Wealth Management, LLC
- $246 Billion
- Q3 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 $1.63 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
18,348
Previous 18,426
0.42%
Holding current value
$1.63 Million
Previous $1.54 Billion
15.82%
% of portfolio
0.73%
Previous 0.74%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.43 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.09 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.01 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.01 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$886 Million0.08% of portfolio