Zrc Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Zrc Wealth Management, LLC
- $211 Billion
- Q2 2024
A detailed history of Zrc Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 5,402 shares of VNQ stock, worth $513,406. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,402
Previous 5,587
3.31%
Holding current value
$513,406
Previous $484 Million
6.5%
% of portfolio
0.21%
Previous 0.24%
Shares
6 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