Regent Peak Wealth Advisors LLC Vanguard Industrial ETF Transaction History
Regent Peak Wealth Advisors LLC
- $393 Million
- Q1 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 $234,910. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$234,910
Previous $220,000
10.91%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding VIS
# of Institutions
476Shares Held
12.1MCall Options Held
6KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.52MShares$1.06 Billion0.1% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ800KShares$188 Million4.9% of portfolio
-
Beacon Capital Management, Inc.714KShares$168 Million7.49% of portfolio
-
Morgan Stanley New York, NY546KShares$128 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA478KShares$112 Million0.03% of portfolio