True Wealth Design, LLC Vanguard Utilities ETF Transaction History
True Wealth Design, LLC
- $401 Billion
- Q1 2024
A detailed history of True Wealth Design, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, True Wealth Design, LLC holds 348 shares of VPU stock, worth $51,671. This represents 0.01% of its overall portfolio holdings.
Number of Shares
348
Previous 348
-0.0%
Holding current value
$51,671
Previous $47.7 Million
4.02%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
520Shares Held
12MCall Options Held
51.1KPut Options Held
16.2K-
Beacon Capital Management, Inc.1.17MShares$174 Million7.17% of portfolio
-
Morgan Stanley New York, NY959KShares$142 Million0.01% of portfolio
-
Envestnet Asset Management Inc737KShares$109 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$91 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$81.8 Million0.04% of portfolio