Jupiter Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Jupiter Wealth Management LLC
- $212 Million
- Q2 2024
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 $273,144. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,874
Previous 4,155
30.83%
Holding current value
$273,144
Previous $359,000
33.15%
% of portfolio
0.11%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$923 Million0.07% of portfolio