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 $510,192. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,898
Previous 2,898
-0.0%
Holding current value
$510,192
Previous $427,000
3.51%
% of portfolio
0.02%
Previous 0.02%
Shares
9 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$182 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$169 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$125 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$118 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$108 Million0.05% of portfolio