Jackson, Grant Investment Advisers, Inc. Vanguard Utilities ETF Transaction History
Jackson, Grant Investment Advisers, Inc.
- $243 Million
- Q1 2024
A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 584 shares of VPU stock, worth $86,636. This represents 0.03% of its overall portfolio holdings.
Number of Shares
584
Previous 580
0.69%
Holding current value
$86,636
Previous $79,000
5.06%
% of portfolio
0.03%
Previous 0.04%
Shares
24 transactions
Others Institutions Holding VPU
# of Institutions
519Shares Held
12MCall Options Held
51.1KPut Options Held
16.2K-
Beacon Capital Management, Inc.1.17MShares$174 Million7.17% of portfolio
-
Morgan Stanley New York, NY959KShares$142 Million0.01% of portfolio
-
Envestnet Asset Management Inc737KShares$109 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$90.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$81.8 Million0.04% of portfolio