Ever Source Wealth Advisors, LLC Vanguard Utilities ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 375 shares of VPU stock, worth $75,765. This represents 0.0% of its overall portfolio holdings.
Number of Shares
375
Previous 325
15.38%
Holding current value
$75,765
Previous $55,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding VPU
# of Institutions
694Shares Held
13.8MCall Options Held
43.8KPut Options Held
9.6K-
Morgan Stanley New York, NY1.17MShares$237 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC974KShares$197 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC735KShares$148 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO646KShares$130 Million0.08% of portfolio
-
Beacon Capital Management, Inc.639KShares$129 Million6.29% of portfolio