Iht Wealth Management, LLC Vanguard Utilities ETF Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 2024
A detailed history of Iht Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,115 shares of VPU stock, worth $690,661. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,115
Previous 5,204
20.93%
Holding current value
$690,661
Previous $905,000
25.75%
% of portfolio
0.02%
Previous 0.03%
Shares
27 transactions
Others Institutions Holding VPU
# of Institutions
646Shares Held
18.1MCall Options Held
85.2KPut Options Held
26.6K-
Wealthfront Advisers LLC4.58MShares$769 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$187 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$167 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$165 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$112 Million0.05% of portfolio