Dynamic Wealth Strategies, LLC Vanguard Specialized Funds Van Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 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 $198,279. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,068
Previous 2,071
0.14%
Holding current value
$198,279
Previous $179,000
3.35%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,778Shares Held
244MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.1 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.03 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$957 Million0.08% of portfolio