Lji Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Lji Wealth Management, LLC
- $489 Billion
- Q3 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 2,619 shares of VNQ stock, worth $233,955. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,619
Previous 2,719
3.68%
Holding current value
$233,955
Previous $228 Million
12.03%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.01 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$891 Million0.08% of portfolio