Spectrum Planning & Advisory Services Inc. Vanguard Information Technolog Transaction History

Spectrum Planning & Advisory Services Inc.

$101 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$315.97 - $423.43 $219,283 - $293,860	-694 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$297.99 - $355.36 $206,805 - $246,619	694 New	694 $246,000

Others Institutions Holding VGT

# of Institutions

1,689

Shares Held

48.2M

Call Options Held

857K

Put Options Held

238K

Bank Of America Corp Charlotte, NC

15.9M
Shares

$10.2 Billion
0.79% of portfolio
Jpmorgan Chase & CO New York, NY

5.49M
Shares

$3.54 Billion
0.26% of portfolio
Morgan Stanley New York, NY

2.01M
Shares

$1.3 Billion
0.09% of portfolio
Ubs Group Ag

1.82M
Shares

$1.17 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

1.37M
Shares

$883 Million
0.19% of portfolio

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