Ml & R Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 11,160 shares of VNQ stock, worth $1.06 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,160
Previous 19,928
44.0%
Holding current value
$1.06 Million
Previous $1.76 Million
45.17%
% of portfolio
0.22%
Previous 0.4%
Shares
10 transactions
Others Institutions Holding VNQ
# of Institutions
1,732Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$924 Million0.07% of portfolio