Investment Planning Advisors, Inc. Vanguard Mid Cap ETF Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 976 shares of VO stock, worth $270,059. This represents 0.14% of its overall portfolio holdings.
Number of Shares
976
Previous 976
-0.0%
Holding current value
$270,059
Previous $236 Million
99.89%
% of portfolio
0.14%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,051Shares Held
172MCall Options Held
62.2KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.39 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.43 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.88 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.26 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$2.02 Billion0.14% of portfolio