Heritage Family Offices, LLP Vanguard Utilities ETF Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 1,700 shares of VPU stock, worth $278,086. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,700
Previous 1,700
-0.0%
Holding current value
$278,086
Previous $251 Million
17.66%
% of portfolio
0.15%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
596Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$169 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$157 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$116 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$110 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$101 Million0.05% of portfolio