Capital Planning Advisors, LLC Vanguard Intermediate Term Tre Transaction History
Capital Planning Advisors, LLC
- $639 Million
- Q3 2024
A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 4,710 shares of VGIT stock, worth $272,285. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,710
Previous 4,710
-0.0%
Holding current value
$272,285
Previous $274,000
3.65%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding VGIT
# of Institutions
754Shares Held
386MCall Options Held
26.7KPut Options Held
12K-
Jpmorgan Chase & CO New York, NY71.7MShares$4.15 Billion0.36% of portfolio
-
Bank Of America Corp Charlotte, NC50.9MShares$2.94 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.24 Billion11.23% of portfolio
-
Morgan Stanley New York, NY20.9MShares$1.21 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.8MShares$913 Million3.23% of portfolio