Curtis Advisory Group, LLC Vanguard Utilities ETF Transaction History
Curtis Advisory Group, LLC
- $256 Million
- Q1 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 1,502 shares of VPU stock, worth $222,821. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,502
Previous 1,502
-0.0%
Holding current value
$222,821
Previous $205,000
4.39%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
519Shares Held
12MCall Options Held
51.1KPut Options Held
16.2K-
Beacon Capital Management, Inc.1.17MShares$174 Million7.17% of portfolio
-
Morgan Stanley New York, NY959KShares$142 Million0.01% of portfolio
-
Envestnet Asset Management Inc737KShares$109 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$90.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$81.8 Million0.04% of portfolio