Wrenne Financial Planning LLC Vanguard Specialized Funds Van Transaction History
Wrenne Financial Planning LLC
- $188 Billion
- Q1 2025
A detailed history of Wrenne Financial Planning LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 143,455 shares of VNQ stock, worth $12.6 Million. This represents 6.9% of its overall portfolio holdings.
Number of Shares
143,455
Previous 130,712
9.75%
Holding current value
$12.6 Million
Previous $11.6 Billion
11.55%
% of portfolio
6.9%
Previous 6.62%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,931Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.25 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.22 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.05 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$944 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$840 Million0.71% of portfolio