Dopkins Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Dopkins Wealth Management, LLC
- $189 Million
- Q4 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 12,429 shares of VNQ stock, worth $1.15 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
12,429
Previous 2,224
458.86%
Holding current value
$1.15 Million
Previous $216,000
412.5%
% of portfolio
0.59%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,911Shares 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
-
Bank Of America Corp Charlotte, NC10.3MShares$954 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$890 Million0.07% of portfolio