Shepherd Kaplan Krochuk, LLC Vanguard Specialized Funds Van Transaction History
Shepherd Kaplan Krochuk, LLC
- $127 Million
- Q3 2024
A detailed history of Shepherd Kaplan Krochuk, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Shepherd Kaplan Krochuk, LLC holds 28,253 shares of VNQ stock, worth $2.53 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
28,253
Previous 25,610
10.32%
Holding current value
$2.53 Million
Previous $2.15 Million
28.3%
% of portfolio
2.16%
Previous 1.76%
Shares
19 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$1.44 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$892 Million0.08% of portfolio