Lmg Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History
Lmg Wealth Partners, LLC
- $397 Billion
- Q1 2024
A detailed history of Lmg Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 62,711 shares of VNQ stock, worth $5.57 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
62,711
Previous 64,550
2.85%
Holding current value
$5.57 Million
Previous $5.7 Billion
4.92%
% of portfolio
1.37%
Previous 1.58%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,750Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.58 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.1 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$952 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$927 Million0.08% of portfolio