Peak Retirement Planning, Inc. Vanguard Specialized Funds Van Transaction History
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 53,129 shares of VNQ stock, worth $4.77 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
53,129Holding current value
$4.77 Million% of portfolio
3.2%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,911Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.3 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.26 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.23 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$914 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$908 Million0.66% of portfolio