Capital Planning Advisors, LLC Vanguard Ftse Developed Market Transaction History
Capital Planning Advisors, LLC
- $555 Million
- Q1 2024
A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 392,964 shares of VEA stock, worth $19.8 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
392,964
Previous 391,282
0.43%
Holding current value
$19.8 Million
Previous $18.7 Million
5.19%
% of portfolio
3.55%
Previous 3.63%
Shares
5 transactions
Others Institutions Holding VEA
# of Institutions
2,260Shares Held
2.06BCall Options Held
354KPut Options Held
184K-
Bank Of America Corp Charlotte, NC159MShares$8.03 Billion0.76% of portfolio
-
Creative Planning Overland Park, KS133MShares$6.72 Billion7.42% of portfolio
-
Betterment LLC New York, NY119MShares$6.02 Billion16.09% of portfolio
-
Envestnet Asset Management Inc94.6MShares$4.78 Billion1.8% of portfolio
-
Jones Financial Companies Lllp80.2MShares$4.05 Billion5.48% of portfolio