Tandem Wealth Advisors LLC Vanguard Utilities ETF Transaction History
Tandem Wealth Advisors LLC
- $182 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
523Shares Held
12MCall Options Held
51.1KPut Options Held
16.2K-
Beacon Capital Management, Inc.1.17MShares$181 Million7.17% of portfolio
-
Morgan Stanley New York, NY959KShares$148 Million0.01% of portfolio
-
Envestnet Asset Management Inc737KShares$114 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$94.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$85.2 Million0.04% of portfolio