Kellett Schaffner Wealth Advisors LLC Vanguard Utilities ETF Transaction History
Kellett Schaffner Wealth Advisors LLC
- $113 Million
- Q4 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 1,603 shares of VPU stock, worth $271,339. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,603
Previous 2,353
31.87%
Holding current value
$271,339
Previous $409,000
36.19%
% of portfolio
0.23%
Previous 0.38%
Shares
12 transactions
Others Institutions Holding VPU
# of Institutions
619Shares Held
12.7MCall Options Held
39.4KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$175 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$163 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$120 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$114 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$104 Million0.05% of portfolio