Capital Planning Advisors, LLC Vanguard Russell 1000 Growth E Transaction History
Capital Planning Advisors, LLC
- $622 Million
- Q4 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 $240,738. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,286
Previous 2,286
-0.0%
Holding current value
$240,738
Previous $220,000
7.27%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VONG
# of Institutions
706Shares Held
144MCall Options Held
25.7KPut Options Held
2.1K-
Bank Of America Corp Charlotte, NC30.3MShares$3.19 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.1 Billion6.73% of portfolio
-
Morgan Stanley New York, NY6.22MShares$655 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.17MShares$545 Million0.23% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.66MShares$491 Million1.35% of portfolio