Halpern Financial, Inc. Vanguard Utilities ETF Transaction History
Halpern Financial, Inc.
- $364 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
521Shares Held
12MCall Options Held
51.1KPut Options Held
16.2K-
Beacon Capital Management, Inc.1.17MShares$174 Million7.17% of portfolio
-
Morgan Stanley New York, NY959KShares$143 Million0.01% of portfolio
-
Envestnet Asset Management Inc737KShares$110 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$91.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$82 Million0.04% of portfolio