Investment Planning Advisors, Inc. Vanguard Utilities ETF Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 3,135 shares of VPU stock, worth $544,768. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,135
Previous 3,135
-0.0%
Holding current value
$544,768
Previous $464 Million
99.88%
% of portfolio
0.29%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
593Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$180 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$167 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$123 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$117 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$107 Million0.05% of portfolio