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 $1.35 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
14,999Holding current value
$1.35 Million% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,936Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.28 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.24 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$964 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$857 Million0.71% of portfolio