Centricity Wealth Management, LLC Vanguard Utilities ETF Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 2025
A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 777 shares of VPU stock, worth $135,772. This represents 0.12% of its overall portfolio holdings.
Number of Shares
777
Previous 583
33.28%
Holding current value
$135,772
Previous $95.3 Million
39.3%
% of portfolio
0.12%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
663Shares Held
13.1MCall Options Held
60.9KPut Options Held
4K-
Morgan Stanley New York, NY1.19MShares$208 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC921KShares$161 Million0.01% of portfolio
-
Envestnet Asset Management Inc643KShares$112 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC617KShares$108 Million0.04% of portfolio
-
Northwestern Mutual Wealth Management CO611KShares$107 Million0.09% of portfolio