Bison Wealth, LLC Vanguard Utilities ETF Transaction History
Bison Wealth, LLC
- $581 Million
- Q2 2024
A detailed history of Bison Wealth, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Bison Wealth, LLC holds 4,519 shares of VPU stock, worth $783,323. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,519
Previous 4,519
-0.0%
Holding current value
$783,323
Previous $644,000
3.73%
% of portfolio
0.12%
Previous 0.11%
Shares
12 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