Regent Peak Wealth Advisors LLC Vanguard Industrial ETF Transaction History
Regent Peak Wealth Advisors LLC
- $428 Million
- Q1 2025
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 $269,850. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$269,850
Previous $254,000
3.15%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding VIS
# of Institutions
539Shares Held
11.8MCall Options Held
6.6KPut Options Held
4.4K-
Bank Of America Corp Charlotte, NC3.68MShares$994 Million0.08% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ894KShares$241 Million5.34% of portfolio
-
Morgan Stanley New York, NY722KShares$195 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA551KShares$149 Million0.03% of portfolio
-
Envestnet Asset Management Inc380KShares$103 Million0.03% of portfolio