Carlton Hofferkamp & Jenks Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $246 Million
- Q2 2024
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 2,570 shares of VNQ stock, worth $239,292. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,570
Previous 2,570
-0.0%
Holding current value
$239,292
Previous $222,000
3.15%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,762Shares Held
240MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.5 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.11 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.05 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$999 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$905 Million0.07% of portfolio