National Wealth Management Group, LLC Vanguard Utilities ETF Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 2024
A detailed history of National Wealth Management Group, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 4,063 shares of VPU stock, worth $706,027. This represents 0.48% of its overall portfolio holdings.
Number of Shares
4,063
Previous 4,236
4.08%
Holding current value
$706,027
Previous $627 Million
12.84%
% of portfolio
0.48%
Previous 0.48%
Shares
12 transactions
Others Institutions Holding VPU
# of Institutions
593Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$180 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$167 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$123 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$117 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$107 Million0.05% of portfolio