Cmh Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Cmh Wealth Management LLC
- $387 Million
- Q1 2025
A detailed history of Cmh Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cmh Wealth Management LLC holds 49,523 shares of VNQ stock, worth $4.42 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
49,523
Previous 48,410
2.3%
Holding current value
$4.42 Million
Previous $4.31 Million
3.01%
% of portfolio
1.15%
Previous 1.01%
Shares
21 transactions
Others Institutions Holding VNQ
# of Institutions
1,932Shares 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