Capital Planning Advisors, LLC Vanguard Russell 3000 ETF Transaction History
Capital Planning Advisors, LLC
- $555 Million
- Q1 2024
A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 1,881 shares of VTHR stock, worth $458,437. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,881
Previous 1,441
30.53%
Holding current value
$458,437
Previous $306,000
43.14%
% of portfolio
0.08%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VTHR
# of Institutions
166Shares Held
3.1MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN589KShares$144 Million0.04% of portfolio
-
Gratus Capital LLC190KShares$46.4 Million2.11% of portfolio
-
Svb Wealth LLC Boston, MA156KShares$38 Million0.82% of portfolio
-
Cerity Partners LLC New York, NY138KShares$33.5 Million0.09% of portfolio
-
Morgan Stanley New York, NY128KShares$31.1 Million0.0% of portfolio