Montag A & Associates Inc Vanguard Utilities ETF Transaction History
Montag A & Associates Inc
- $2.09 Billion
- Q3 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 $269,867. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,632
Previous 1,632
-0.0%
Holding current value
$269,867
Previous $241,000
17.84%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
612Shares Held
12.5MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$171 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$159 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$117 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$111 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$102 Million0.05% of portfolio