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 $121,224. This represents 0.05% of its overall portfolio holdings.
Number of Shares
600
Previous 600
-0.0%
Holding current value
$121,224
Previous $92,000
4.35%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
702Shares Held
13.6MCall Options Held
43.8KPut Options Held
9.6K-
Morgan Stanley New York, NY1.17MShares$237 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC974KShares$197 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC735KShares$148 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO646KShares$130 Million0.08% of portfolio
-
Beacon Capital Management, Inc.639KShares$129 Million6.29% of portfolio