Wr Wealth Planners, LLC Vanguard Specialized Funds Van Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 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 $11,654. This represents 0.0% of its overall portfolio holdings.
Number of Shares
130
Previous 130
-0.0%
Holding current value
$11,654
Previous $10,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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$1.45 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.02 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$895 Million0.08% of portfolio