Curtis Advisory Group, LLC Vanguard Utilities ETF Transaction History
Curtis Advisory Group, LLC
- $358 Million
- Q4 2024
A detailed history of Curtis Advisory Group, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 1,402 shares of VPU stock, worth $236,475. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,402
Previous 1,402
-0.0%
Holding current value
$236,475
Previous $244,000
6.15%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
625Shares Held
17.4MCall Options Held
39.4KPut Options Held
20.4K-
Wealthfront Advisers LLC4.58MShares$773 Million0.62% of portfolio
-
Beacon Capital Management, Inc.994KShares$168 Million7.27% of portfolio
-
Morgan Stanley New York, NY963KShares$162 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$120 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$113 Million0.04% of portfolio