Lmg Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History
Lmg Wealth Partners, LLC
- $401 Billion
- Q2 2024
A detailed history of Lmg Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 64,075 shares of VNQ stock, worth $6.09 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
64,075
Previous 62,711
2.18%
Holding current value
$6.09 Million
Previous $5.42 Billion
1.04%
% of portfolio
1.34%
Previous 1.37%
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