Ever Source Wealth Advisors, LLC Vanguard Utilities ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
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 325 shares of VPU stock, worth $54,853. This represents 0.0% of its overall portfolio holdings.
Number of Shares
325
Previous 325
-0.0%
Holding current value
$54,853
Previous $56,000
5.36%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding VPU
# of Institutions
655Shares Held
13.7MCall Options Held
85.2KPut Options Held
26.6K-
Morgan Stanley New York, NY1.12MShares$189 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$168 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$166 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$113 Million0.05% of portfolio
-
Envestnet Asset Management Inc603KShares$102 Million0.03% of portfolio