Jupiter Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Jupiter Wealth Management LLC
- $184 Million
- Q2 2025
A detailed history of Jupiter Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 2,874 shares of VNQ stock, worth $260,269. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,874
Previous 2,874
-0.0%
Holding current value
$260,269
Previous $260,000
1.92%
% of portfolio
0.14%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,913Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio