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 $525,864. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,135
Previous 3,135
-0.0%
Holding current value
$525,864
Previous $464 Million
99.88%
% of portfolio
0.29%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
573Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Northwestern Mutual Wealth Management CO1.06MShares$178 Million0.15% of portfolio
-
Beacon Capital Management, Inc.1.03MShares$174 Million7.75% of portfolio
-
Morgan Stanley New York, NY982KShares$165 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$113 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$104 Million0.01% of portfolio