Lji Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Lji Wealth Management, LLC
- $387 Billion
- Q1 2024
A detailed history of Lji Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lji Wealth Management, LLC holds 2,577 shares of VNQ stock, worth $230,821. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,577
Previous 2,513
2.55%
Holding current value
$230,821
Previous $222 Million
0.36%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,745Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.6 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.11 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.01 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.01 Billion3.52% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$935 Million0.08% of portfolio