Capital Planning Advisors, LLC Vanguard Russell 3000 ETF Transaction History
Capital Planning Advisors, LLC
- $639 Million
- Q3 2024
A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 2,311 shares of VTHR stock, worth $594,597. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,311
Previous 2,311
-0.0%
Holding current value
$594,597
Previous $553,000
5.97%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding VTHR
# of Institutions
177Shares Held
3.23MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN624KShares$161 Million0.04% of portfolio
-
Cliffwater LLC Marina Del Rey, CA201KShares$51.6 Million13.04% of portfolio
-
Gratus Capital LLC195KShares$50.1 Million1.95% of portfolio
-
Natixis Advisors, L.P. Boston, MA158KShares$40.7 Million0.08% of portfolio
-
Morgan Stanley New York, NY149KShares$38.2 Million0.0% of portfolio