Lji Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Lji Wealth Management, LLC
- $452 Billion
- Q2 2024
A detailed history of Lji Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lji Wealth Management, LLC holds 2,719 shares of VNQ stock, worth $258,169. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,719
Previous 2,577
5.51%
Holding current value
$258,169
Previous $223 Million
2.19%
% of portfolio
0.05%
Previous 0.06%
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