Ruedi Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History
Ruedi Wealth Management, Inc.
- $317 Billion
- Q4 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 8,461 shares of VNQ stock, worth $775,281. This represents 0.24% of its overall portfolio holdings.
Number of Shares
8,461
Previous 8,488
0.32%
Holding current value
$775,281
Previous $827 Million
8.85%
% of portfolio
0.24%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding VNQ
# of Institutions
1,896Shares Held
224MCall Options Held
1.8MPut Options Held
1.58M-
Creative Planning Overland Park, KS14.9MShares$1.36 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.13 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$943 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$879 Million0.07% of portfolio