Werba Rubin Papier Wealth Management Vanguard Specialized Funds Van Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 7,828 shares of VNQ stock, worth $734,266. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,828
Previous 4,155
88.4%
Holding current value
$734,266
Previous $348 Million
119.14%
% of portfolio
0.18%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.52 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.15 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.07 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.07 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$936 Million0.08% of portfolio