Adviser Investments LLC Vanguard Utilities ETF Transaction History
Adviser Investments LLC
- $7.95 Billion
- Q3 2024
A detailed history of Adviser Investments LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Adviser Investments LLC holds 1,500 shares of VPU stock, worth $260,655. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,500
-0.0%
Holding current value
$260,655
Previous $221,000
18.1%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
593Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$180 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$167 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$123 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$117 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$107 Million0.05% of portfolio