Life Steps Financial, Inc. Vanguard Utilities ETF Transaction History
Life Steps Financial, Inc.
- $123 Million
- Q1 2025
Shares
6 transactions
Others Institutions Holding VPU
# of Institutions
660Shares Held
13.9MCall Options Held
60.9KPut Options Held
4K-
Morgan Stanley New York, NY1.19MShares$204 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$170 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC921KShares$158 Million0.01% of portfolio
-
Envestnet Asset Management Inc643KShares$110 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC617KShares$106 Million0.04% of portfolio