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 $219,373. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,324Holding current value
$219,373% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
613Shares 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
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Lpl Financial LLC Fort Mill, SC615KShares$102 Million0.05% of portfolio