Optimist Retirement Group LLC Vanguard Utilities ETF Transaction History
Optimist Retirement Group LLC
- $222 Billion
- Q3 2024
A detailed history of Optimist Retirement Group LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Optimist Retirement Group LLC holds 1,301 shares of VPU stock, worth $208,836. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,301Holding current value
$208,836% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
596Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$166 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$155 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$114 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$108 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$98.7 Million0.05% of portfolio