Life Planning Partners, Inc Vanguard Small Cap ETF Transaction History
Life Planning Partners, Inc
- $111 Million
- Q3 2024
A detailed history of Life Planning Partners, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Life Planning Partners, Inc holds 10,961 shares of VB stock, worth $2.75 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
10,961
Previous 11,065
0.94%
Holding current value
$2.75 Million
Previous $2.41 Million
7.79%
% of portfolio
2.34%
Previous 2.21%
Shares
8 transactions
Others Institutions Holding VB
# of Institutions
2,109Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.31 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.84 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.81 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.31 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.29 Billion0.28% of portfolio