Mc Kinley Carter Wealth Services, Inc. Vanguard Specialized Funds Van Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.47 Billion
- Q1 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 3,360 shares of VNQ stock, worth $281,433. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,360
Previous 4,298
21.82%
Holding current value
$281,433
Previous $379,000
23.48%
% of portfolio
0.02%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding VNQ
# of Institutions
1,756Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.04 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$948 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$898 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$875 Million0.08% of portfolio