Clear Perspectives Financial Planning, LLC Vanguard Utilities ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 600 shares of VPU stock, worth $105,150. This represents 0.05% of its overall portfolio holdings.
Number of Shares
600
Previous 600
-0.0%
Holding current value
$105,150
Previous $92,000
4.35%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
666Shares Held
13.1MCall Options Held
60.9KPut Options Held
4K-
Morgan Stanley New York, NY1.19MShares$209 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC921KShares$161 Million0.01% of portfolio
-
Envestnet Asset Management Inc643KShares$113 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