Bartlett & Co. Wealth Management LLC Vanguard Utilities ETF Transaction History
Bartlett & Co. Wealth Management LLC
- $6.5 Trillion
- Q1 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 3,902 shares of VPU stock, worth $578,783. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,902
Previous 3,902
-0.0%
Holding current value
$578,783
Previous $536 Million
3.82%
% of portfolio
0.01%
Previous 0.01%
Shares
6 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