Regent Peak Wealth Advisors LLC Vanguard Industrial ETF Transaction History
Regent Peak Wealth Advisors LLC
- $441 Million
- Q3 2024
A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,000 shares of VIS stock, worth $276,580. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$276,580
Previous $235,000
10.64%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding VIS
# of Institutions
491Shares Held
12.6MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.21MShares$1.16 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$243 Million4.67% of portfolio
-
Beacon Capital Management, Inc.651KShares$180 Million7.29% of portfolio
-
Morgan Stanley New York, NY644KShares$178 Million0.01% of portfolio
-
Ubs Group Ag611KShares$169 Million0.04% of portfolio