Life Planning Partners, Inc Vanguard Specialized Funds Van Transaction History
Life Planning Partners, Inc
- $107 Million
- Q4 2024
A detailed history of Life Planning Partners, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Life Planning Partners, Inc holds 3,274 shares of VNQ stock, worth $298,687. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,274
Previous 291,616
98.88%
Holding current value
$298,687
Previous $26 Million
98.88%
% of portfolio
0.27%
Previous 0.19%
Shares
9 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$1.36 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.13 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$939 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$876 Million0.07% of portfolio