Capital Planning Advisors, LLC Vanguard Russell 1000 Growth E Transaction History
Capital Planning Advisors, LLC
- $639 Million
- Q3 2024
A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 2,286 shares of VONG stock, worth $228,051. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,286
Previous 2,286
-0.0%
Holding current value
$228,051
Previous $214,000
2.8%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VONG
# of Institutions
666Shares Held
141MCall Options Held
28.8KPut Options Held
2.3K-
Bank Of America Corp Charlotte, NC30.3MShares$3.02 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.04 Billion6.73% of portfolio
-
Morgan Stanley New York, NY6.22MShares$621 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.17MShares$516 Million0.23% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.66MShares$465 Million1.35% of portfolio