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 $132,859. This represents 0.12% of its overall portfolio holdings.
Number of Shares
777
Previous 583
33.28%
Holding current value
$132,859
Previous $95.3 Million
39.3%
% of portfolio
0.12%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
657Shares Held
13.6MCall 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
-
Envestnet Asset Management Inc643KShares$110 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC617KShares$106 Million0.04% of portfolio