Cjm Wealth Advisers, Ltd. Vanguard Specialized Funds Van Transaction History
Cjm Wealth Advisers, Ltd.
- $264 Billion
- Q1 2024
A detailed history of Cjm Wealth Advisers, Ltd. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 7,711 shares of VNQ stock, worth $643,945. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,711
Previous 7,864
1.95%
Holding current value
$643,945
Previous $695 Million
4.03%
% of portfolio
0.25%
Previous 0.31%
Shares
10 transactions
Others Institutions Holding VNQ
# of Institutions
1,752Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$945 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$895 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$872 Million0.08% of portfolio