Wr Wealth Planners, LLC Vanguard Specialized Funds Van Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 130 shares of VNQ stock, worth $11,722. This represents 0.0% of its overall portfolio holdings.
Number of Shares
130
Previous 130
-0.0%
Holding current value
$11,722
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
227MCall 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$1.12 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$928 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$865 Million0.07% of portfolio