Capital Planning Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Capital Planning Advisors, LLC
- $639 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding VIOO
# of Institutions
330Shares Held
13.3MCall Options Held
1KPut Options Held
2.2K-
Orgel Wealth Management, LLC1.61MShares$173 Million4.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$133 Million0.01% of portfolio
-
Morgan Stanley New York, NY688KShares$73.9 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS592KShares$63.7 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC431KShares$46.3 Million0.02% of portfolio