Capital Planning Advisors, LLC Vanguard Intermediate Term Tre Transaction History
Capital Planning Advisors, LLC
- $567 Million
- Q2 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 $284,013. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,710
Previous 4,710
-0.0%
Holding current value
$284,013
Previous $275,000
0.36%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding VGIT
# of Institutions
717Shares Held
368MCall Options Held
25.2KPut Options Held
14.3K-
Jpmorgan Chase & CO New York, NY71.4MShares$4.3 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC49.3MShares$2.98 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.3 Billion11.73% of portfolio
-
Morgan Stanley New York, NY19.3MShares$1.17 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.1MShares$913 Million3.28% of portfolio