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 $96,312. This represents 0.05% of its overall portfolio holdings.
Number of Shares
600
Previous 600
-0.0%
Holding current value
$96,312
Previous $92,000
4.35%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
596Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$166 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$155 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$114 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$108 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$98.7 Million0.05% of portfolio