Capital Planning Advisors, LLC Vanguard Intermediate Term Tre Transaction History
Capital Planning Advisors, LLC
- $622 Million
- Q4 2024
A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 4,710 shares of VGIT stock, worth $277,324. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,710
Previous 4,710
-0.0%
Holding current value
$277,324
Previous $284,000
3.87%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding VGIT
# of Institutions
856Shares Held
404MCall Options Held
19.7KPut Options Held
8.6K-
Jpmorgan Chase & CO New York, NY65.7MShares$3.87 Billion0.31% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$3.77 Billion0.32% of portfolio
-
Morgan Stanley New York, NY22.5MShares$1.33 Billion0.09% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.27 Billion10.64% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.1MShares$1.01 Billion3.35% of portfolio