Dumont & Blake Investment Advisors LLC Vanguard Utilities ETF Transaction History
Dumont & Blake Investment Advisors LLC
- $669 Million
- Q2 2024
A detailed history of Dumont & Blake Investment Advisors LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 26,480 shares of VPU stock, worth $4.39 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
26,480
Previous 13,125
101.75%
Holding current value
$4.39 Million
Previous $1.87 Million
109.3%
% of portfolio
0.58%
Previous 0.57%
Shares
27 transactions
Others Institutions Holding VPU
# of Institutions
548Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Beacon Capital Management, Inc.1.1MShares$183 Million7.25% of portfolio
-
Northwestern Mutual Wealth Management CO1.06MShares$175 Million0.15% of portfolio
-
Morgan Stanley New York, NY982KShares$163 Million0.01% of portfolio
-
Envestnet Asset Management Inc705KShares$117 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$103 Million0.01% of portfolio