Carl P. Sherr & Co., LLC Vanguard Utilities ETF Transaction History
Carl P. Sherr & Co., LLC
- $188 Million
- Q4 2024
A detailed history of Carl P. Sherr & Co., LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Carl P. Sherr & Co., LLC holds 7,706 shares of VPU stock, worth $1.29 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
7,706
Previous 7,456
3.35%
Holding current value
$1.29 Million
Previous $1.3 Million
2.93%
% of portfolio
0.67%
Previous 0.69%
Shares
21 transactions
Others Institutions Holding VPU
# of Institutions
646Shares Held
18.1MCall Options Held
85.2KPut Options Held
26.6K-
Wealthfront Advisers LLC4.58MShares$767 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$187 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$166 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$164 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$112 Million0.05% of portfolio