Investment Planning Advisors, Inc. Vanguard Utilities ETF Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
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 3,514 shares of VPU stock, worth $692,047. This represents 0.31% of its overall portfolio holdings.
Number of Shares
3,514
Previous 3,516
0.06%
Holding current value
$692,047
Previous $600,000
3.33%
% of portfolio
0.31%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
692Shares Held
13.9MCall Options Held
43.8KPut Options Held
9.6K-
Morgan Stanley New York, NY1.17MShares$231 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC974KShares$192 Million0.01% of portfolio
-
Beacon Capital Management, Inc.737KShares$145 Million6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC735KShares$145 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO646KShares$127 Million0.08% of portfolio