Center For Financial Planning, Inc. Vanguard Specialized Funds Van Transaction History
Center For Financial Planning, Inc.
- $736 Million
- Q3 2024
A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 2,671 shares of VNQ stock, worth $238,600. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,671
Previous 2,688
0.63%
Holding current value
$238,600
Previous $225,000
15.56%
% of portfolio
0.04%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.01 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$891 Million0.08% of portfolio