Allied Investment Advisors, LLC Vanguard Utilities ETF Transaction History
Allied Investment Advisors, LLC
- $426 Million
- Q2 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 130,925 shares of VPU stock, worth $22.7 Million. This represents 4.55% of its overall portfolio holdings.
Number of Shares
130,925
Previous 126,907
3.17%
Holding current value
$22.7 Million
Previous $18.1 Million
7.03%
% of portfolio
4.55%
Previous 4.37%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
548Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Beacon Capital Management, Inc.1.1MShares$191 Million7.25% of portfolio
-
Northwestern Mutual Wealth Management CO1.06MShares$183 Million0.15% of portfolio
-
Morgan Stanley New York, NY982KShares$170 Million0.01% of portfolio
-
Envestnet Asset Management Inc705KShares$122 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$108 Million0.01% of portfolio