Foundations Investment Advisors, LLC Vanguard Utilities ETF Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 26,423 shares of VPU stock, worth $4.38 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
26,423
Previous 25,414
3.97%
Holding current value
$4.38 Million
Previous $4.42 Million
2.37%
% of portfolio
0.09%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding VPU
# of Institutions
612Shares Held
12.5MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$171 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$160 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$118 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$111 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$102 Million0.05% of portfolio