Cbiz Investment Advisory Services, LLC Vanguard Utilities ETF Transaction History
Cbiz Investment Advisory Services, LLC
- $2 Billion
- Q4 2024
A detailed history of Cbiz Investment Advisory Services, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 338 shares of VPU stock, worth $57,794. This represents 0.0% of its overall portfolio holdings.
Number of Shares
338
Previous 333
1.5%
Holding current value
$57,794
Previous $57,000
3.51%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
652Shares Held
13.5MCall Options Held
85.2KPut Options Held
26.6K-
Morgan Stanley New York, NY1.12MShares$191 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$170 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$168 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$114 Million0.05% of portfolio
-
Envestnet Asset Management Inc643KShares$110 Million0.04% of portfolio