Independent Family Office, LLC Vanguard Utilities ETF Transaction History
Independent Family Office, LLC
- $197 Million
- Q3 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 6,116 shares of VPU stock, worth $1.05 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
6,116
Previous 6,116
-0.0%
Holding current value
$1.05 Million
Previous $904,000
17.7%
% of portfolio
0.54%
Previous 0.52%
Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
591Shares Held
12.2MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$177 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$165 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$122 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$115 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$105 Million0.05% of portfolio