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 $273,616. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,603
Previous 2,353
31.87%
Holding current value
$273,616
Previous $409,000
36.19%
% of portfolio
0.23%
Previous 0.38%
Shares
12 transactions
Others Institutions Holding VPU
# of Institutions
637Shares Held
17.9MCall Options Held
77.8KPut Options Held
29.6K-
Wealthfront Advisers LLC4.58MShares$782 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$191 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$170 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$168 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$114 Million0.05% of portfolio