Ruedi Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 9,569 shares of VNQ stock, worth $849,631. This represents 0.32% of its overall portfolio holdings.
Number of Shares
9,569
Previous 9,846
2.81%
Holding current value
$849,631
Previous $851 Million
5.87%
% of portfolio
0.32%
Previous 0.36%
Shares
7 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