Capital Planning Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Capital Planning Advisors, LLC
- $567 Million
- Q2 2024
A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 9,135 shares of VOO stock, worth $4.89 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
9,135
Previous 6,807
34.2%
Holding current value
$4.89 Million
Previous $3.27 Million
39.61%
% of portfolio
0.81%
Previous 0.59%
Shares
12 transactions
Others Institutions Holding VOO
# of Institutions
3,056Shares Held
383MCall Options Held
1.17MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.8 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.5 Billion7.64% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12.3 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11.3 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.6 Billion0.78% of portfolio