Dakota Wealth Management Vanguard Utilities ETF Transaction History
Dakota Wealth Management
- $3.98 Billion
- Q1 2024
A detailed history of Dakota Wealth Management transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Dakota Wealth Management holds 32,535 shares of VPU stock, worth $4.8 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
32,535
Previous 34,138
4.7%
Holding current value
$4.8 Million
Previous $4.68 Million
0.88%
% of portfolio
0.12%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
518Shares Held
12MCall Options Held
51.1KPut Options Held
16.2K-
Beacon Capital Management, Inc.1.17MShares$172 Million7.17% of portfolio
-
Morgan Stanley New York, NY959KShares$141 Million0.01% of portfolio
-
Envestnet Asset Management Inc737KShares$109 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$90.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$81.2 Million0.04% of portfolio