Jupiter Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Jupiter Wealth Management LLC
- $185 Million
- Q3 2024
A detailed history of Jupiter Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 2,874 shares of VNQ stock, worth $257,826. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,874
Previous 2,874
-0.0%
Holding current value
$257,826
Previous $240,000
16.25%
% of portfolio
0.15%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,919Shares 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