Caliber Wealth Management, LLC / Ks Vanguard Specialized Funds Van Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 14,999 shares of VNQ stock, worth $1.32 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
14,999Holding current value
$1.32 Million% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,915Shares Held
233MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.32 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.09 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.04 Billion3.55% of portfolio
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Bank Of America Corp Charlotte, NC10.3MShares$909 Million0.08% of portfolio
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Jpmorgan Chase & CO New York, NY9.6MShares$848 Million0.07% of portfolio