Capital Wealth Planning, LLC Vanguard Utilities ETF Transaction History
Capital Wealth Planning, LLC
- $9.25 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
518Shares Held
12MCall Options Held
51.1KPut Options Held
16.2K-
Beacon Capital Management, Inc.1.17MShares$173 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$90.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$81.5 Million0.04% of portfolio