Modern Wealth Management, LLC Vanguard Utilities ETF Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,578 shares of VPU stock, worth $276,544. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,578
Previous 1,578
-0.0%
Holding current value
$276,544
Previous $270 Million
99.9%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding VPU
# of Institutions
663Shares Held
13.1MCall Options Held
60.9KPut Options Held
4K-
Morgan Stanley New York, NY1.19MShares$209 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC921KShares$161 Million0.01% of portfolio
-
Envestnet Asset Management Inc643KShares$113 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC617KShares$108 Million0.04% of portfolio
-
Northwestern Mutual Wealth Management CO611KShares$107 Million0.09% of portfolio