Carlton Hofferkamp & Jenks Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $252 Million
- Q1 2025
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 $229,552. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,570
Previous 2,570
-0.0%
Holding current value
$229,552
Previous $228,000
0.88%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,934Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.27 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$958 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$852 Million0.71% of portfolio