Moss Adams Wealth Advisors LLC Vanguard Utilities ETF Transaction History
Moss Adams Wealth Advisors LLC
- $950 Billion
- Q1 2025
A detailed history of Moss Adams Wealth Advisors LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 20,363 shares of VPU stock, worth $3.48 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
20,363
Previous 1,622
1155.43%
Holding current value
$3.48 Million
Previous $265 Million
1212.19%
% of portfolio
0.37%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
651Shares Held
13.6MCall Options Held
85.2KPut Options Held
26.6K-
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
-
Envestnet Asset Management Inc643KShares$110 Million0.04% of portfolio