Independent Family Office, LLC Vanguard Utilities ETF Transaction History
Independent Family Office, LLC
- $190 Million
- Q4 2024
A detailed history of Independent Family Office, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Independent Family Office, LLC holds 5,950 shares of VPU stock, worth $995,554. This represents 0.51% of its overall portfolio holdings.
Number of Shares
5,950
Previous 6,116
2.71%
Holding current value
$995,554
Previous $1.06 Million
8.65%
% of portfolio
0.51%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
646Shares Held
18.1MCall Options Held
85.2KPut Options Held
26.6K-
Wealthfront Advisers LLC4.58MShares$767 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$187 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$166 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$164 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$112 Million0.05% of portfolio