Investment Planning Advisors, Inc. Vanguard Utilities ETF Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 3,501 shares of VPU stock, worth $600,316. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,501
Previous 3,135
11.67%
Holding current value
$600,316
Previous $545,000
4.95%
% of portfolio
0.29%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
644Shares Held
18.1MCall Options Held
85.2KPut Options Held
26.6K-
Wealthfront Advisers LLC4.58MShares$786 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$192 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$171 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$169 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$114 Million0.05% of portfolio