Allied Investment Advisors, LLC Vanguard Utilities ETF Transaction History
Allied Investment Advisors, LLC
- $498 Million
- Q4 2024
A detailed history of Allied Investment Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 131,283 shares of VPU stock, worth $21.8 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
131,283
Previous 132,249
0.73%
Holding current value
$21.8 Million
Previous $23 Million
6.79%
% of portfolio
4.31%
Previous 4.56%
Shares
6 transactions
Others Institutions Holding VPU
# of Institutions
612Shares Held
12.5MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$171 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$160 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$118 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$111 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$102 Million0.05% of portfolio