Morris Retirement Advisors, LLC Vanguard Utilities ETF Transaction History
Morris Retirement Advisors, LLC
- $184 Million
- Q4 2024
A detailed history of Morris Retirement Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 19,205 shares of VPU stock, worth $3.19 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
19,205Holding current value
$3.19 Million% of portfolio
1.7%Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
601Shares Held
12.4MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$172 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$160 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$118 Million0.01% of portfolio
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Envestnet Asset Management Inc671KShares$111 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC615KShares$102 Million0.05% of portfolio