Joel Isaacson & Co., LLC Vanguard Utilities ETF Transaction History
Joel Isaacson & Co., LLC
- $2.07 Billion
- Q3 2024
A detailed history of Joel Isaacson & Co., LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 2,105 shares of VPU stock, worth $376,626. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,105
Previous 2,087
0.86%
Holding current value
$376,626
Previous $308,000
18.83%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding VPU
# of Institutions
595Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$185 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$172 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$127 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$120 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$110 Million0.05% of portfolio