Landmark Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Landmark Wealth Management, LLC
- $226 Million
- Q4 2024
A detailed history of Landmark Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 2,782 shares of VNQ stock, worth $249,295. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,782
Previous 2,780
0.07%
Holding current value
$249,295
Previous $271,000
8.49%
% of portfolio
0.11%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding VNQ
# of Institutions
1,822Shares Held
238MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.45 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.02 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$894 Million0.08% of portfolio