Carlton Hofferkamp & Jenks Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $257 Million
- Q4 2024
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 2,570 shares of VNQ stock, worth $230,554. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,570
Previous 2,570
-0.0%
Holding current value
$230,554
Previous $250,000
8.8%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,921Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.34 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.11 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.06 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$923 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$861 Million0.07% of portfolio