Montag A & Associates Inc Vanguard Utilities ETF Transaction History
Montag A & Associates Inc
- $1.98 Billion
- Q1 2024
A detailed history of Montag A & Associates Inc transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Montag A & Associates Inc holds 1,632 shares of VPU stock, worth $242,107. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,632
Previous 1,632
-0.0%
Holding current value
$242,107
Previous $223,000
4.04%
% of portfolio
0.01%
Previous 0.01%
Shares
4 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