Lodestone Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 5,852 shares of VNQ stock, worth $556,583. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,852
Previous 6,104
4.13%
Holding current value
$556,583
Previous $528 Million
7.14%
% of portfolio
0.26%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding VNQ
# of Institutions
1,732Shares 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$924 Million0.07% of portfolio