Forth Right Wealth Management, LLC Vanguard Utilities ETF Transaction History
Forth Right Wealth Management, LLC
- $314 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
691Shares Held
13.9MCall Options Held
43.8KPut Options Held
9.6K-
Morgan Stanley New York, NY1.17MShares$226 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC974KShares$188 Million0.01% of portfolio
-
Beacon Capital Management, Inc.737KShares$142 Million6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC735KShares$142 Million0.05% of portfolio
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Northwestern Mutual Wealth Management CO646KShares$125 Million0.08% of portfolio