Heritage Financial Services, LLC Vanguard Utilities ETF Transaction History
Heritage Financial Services, LLC
- $733 Million
- Q4 2024
A detailed history of Heritage Financial Services, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,324 shares of VPU stock, worth $226,390. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,324Holding current value
$226,390% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
653Shares Held
13.6MCall Options Held
85.2KPut Options Held
26.6K-
Morgan Stanley New York, NY1.12MShares$191 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$170 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$168 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$114 Million0.05% of portfolio
-
Envestnet Asset Management Inc643KShares$110 Million0.04% of portfolio