Capital Planning Advisors, LLC Vanguard Russell 3000 ETF Transaction History
Capital Planning Advisors, LLC
- $622 Million
- Q4 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 $626,026. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,311
Previous 2,311
-0.0%
Holding current value
$626,026
Previous $586,000
2.39%
% of portfolio
0.1%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding VTHR
# of Institutions
206Shares Held
4.67MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN627KShares$170 Million0.04% of portfolio
-
Wealthfront Advisers LLC522KShares$141 Million0.11% of portfolio
-
Lincoln National Corp460KShares$125 Million3.84% of portfolio
-
Cliffwater LLC Marina Del Rey, CA262KShares$71 Million17.97% of portfolio
-
Natixis Advisors, L.P. Boston, MA213KShares$57.8 Million0.1% of portfolio