Dynamic Wealth Strategies, LLC Vanguard Specialized Funds Van Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,068 shares of VNQ stock, worth $199,024. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,068
Previous 2,068
-0.0%
Holding current value
$199,024
Previous $173,000
16.18%
% of portfolio
0.16%
Previous 0.15%
Shares
3 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