Ruedi Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 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 9,569 shares of VNQ stock, worth $909,437. This represents 0.32% of its overall portfolio holdings.
Number of Shares
9,569
Previous 9,846
2.81%
Holding current value
$909,437
Previous $851 Million
5.87%
% of portfolio
0.32%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$923 Million0.07% of portfolio