Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Utilities ETF Transaction History
Centered Wealth LLC Dba Miller Equity Capital Advisors
- $256 Million
- Q3 2024
A detailed history of Centered Wealth LLC Dba Miller Equity Capital Advisors transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 5,105 shares of VPU stock, worth $838,087. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,105
Previous 5,105
-0.0%
Holding current value
$838,087
Previous $755,000
17.62%
% of portfolio
0.35%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding VPU
# of Institutions
598Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$170 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$158 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$117 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$110 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$101 Million0.05% of portfolio