Financial Perspectives, Inc Vanguard Utilities ETF Transaction History
Financial Perspectives, Inc
- $271 Billion
- Q2 2024
A detailed history of Financial Perspectives, Inc transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 828 shares of VPU stock, worth $145,123. This represents 0.05% of its overall portfolio holdings.
Number of Shares
828
Previous 828
-0.0%
Holding current value
$145,123
Previous $118 Million
3.75%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding VPU
# of Institutions
547Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Beacon Capital Management, Inc.1.1MShares$194 Million7.25% of portfolio
-
Northwestern Mutual Wealth Management CO1.06MShares$185 Million0.15% of portfolio
-
Morgan Stanley New York, NY982KShares$172 Million0.01% of portfolio
-
Envestnet Asset Management Inc705KShares$124 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$109 Million0.01% of portfolio