Keystone Financial Planning, Inc. Vanguard Specialized Funds Van Transaction History
Keystone Financial Planning, Inc.
- $314 Million
- Q4 2024
A detailed history of Keystone Financial Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Keystone Financial Planning, Inc. holds 4,942 shares of VNQ stock, worth $457,382. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,942
Previous 4,942
-0.0%
Holding current value
$457,382
Previous $481,000
8.52%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,909Shares Held
228MCall 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$1.15 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$952 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$888 Million0.07% of portfolio