Wealth Dimensions Group, Ltd. Vanguard Specialized Funds Van Transaction History
Wealth Dimensions Group, Ltd.
- $408 Million
- Q4 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 13,075 shares of VNQ stock, worth $1.21 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
13,075
Previous 12,765
2.43%
Holding current value
$1.21 Million
Previous $1.24 Million
6.36%
% of portfolio
0.29%
Previous 0.32%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.38 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$951 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$887 Million0.07% of portfolio