Atticus Wealth Management, LLC Vanguard Utilities ETF Transaction History
Atticus Wealth Management, LLC
- $271 Million
- Q1 2024
A detailed history of Atticus Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 973 shares of VPU stock, worth $144,344. This represents 0.05% of its overall portfolio holdings.
Number of Shares
973
Previous 1,141
14.72%
Holding current value
$144,344
Previous $156,000
11.54%
% of portfolio
0.05%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding VPU
# of Institutions
519Shares Held
12MCall Options Held
51.1KPut Options Held
16.2K-
Beacon Capital Management, Inc.1.17MShares$174 Million7.17% of portfolio
-
Morgan Stanley New York, NY959KShares$142 Million0.01% of portfolio
-
Envestnet Asset Management Inc737KShares$109 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$90.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$81.8 Million0.04% of portfolio