Essential Planning, Llc. Vanguard Specialized Funds Van Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 2024
A detailed history of Essential Planning, Llc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Essential Planning, Llc. holds 66,886 shares of VNQ stock, worth $6.13 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
66,886
Previous 2,258
2862.18%
Holding current value
$6.13 Million
Previous $219,000
2620.55%
% of portfolio
0.04%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,909Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
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