Investment Planning Advisors, Inc. Vanguard Utilities ETF Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 3,501 shares of VPU stock, worth $593,804. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,501
Previous 3,135
11.67%
Holding current value
$593,804
Previous $545,000
4.95%
% of portfolio
0.29%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
611Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$175 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$163 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$120 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$114 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$104 Million0.05% of portfolio