Hhm Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Hhm Wealth Advisors, LLC
- $728 Million
- Q4 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 265,615 shares of VNQ stock, worth $24.5 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
265,615
Previous 256,752
3.45%
Holding current value
$24.5 Million
Previous $25 Million
5.41%
% of portfolio
3.25%
Previous 3.59%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.38 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$951 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$887 Million0.07% of portfolio