Aj Wealth Strategies, LLC Vanguard Utilities ETF Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 2,898 shares of VPU stock, worth $506,773. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,898
Previous 2,898
-0.0%
Holding current value
$506,773
Previous $427,000
3.51%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding VPU
# of Institutions
547Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Beacon Capital Management, Inc.1.1MShares$193 Million7.25% of portfolio
-
Northwestern Mutual Wealth Management CO1.06MShares$185 Million0.15% of portfolio
-
Morgan Stanley New York, NY982KShares$172 Million0.01% of portfolio
-
Envestnet Asset Management Inc705KShares$123 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$109 Million0.01% of portfolio