Dopkins Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Dopkins Wealth Management, LLC
- $120 Million
- Q3 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 2,224 shares of VNQ stock, worth $214,037. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,224Holding current value
$214,037% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.18 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.1 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.09 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$960 Million0.08% of portfolio