Lokken Investment Group LLC Vanguard Specialized Funds Van Transaction History
Lokken Investment Group LLC
- $226 Million
- Q3 2024
A detailed history of Lokken Investment Group LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lokken Investment Group LLC holds 2,581 shares of VNQ stock, worth $231,386. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,581
Previous 2,584
0.12%
Holding current value
$231,386
Previous $216,000
16.2%
% of portfolio
0.11%
Previous 0.11%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall 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$895 Million0.08% of portfolio