Novak & Powell Financial Services, Inc. Vanguard Utilities ETF Transaction History
Novak & Powell Financial Services, Inc.
- $161 Billion
- Q2 2024
A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 5,670 shares of VPU stock, worth $954,147. This represents 0.52% of its overall portfolio holdings.
Number of Shares
5,670
Previous 5,670
-0.0%
Holding current value
$954,147
Previous $223 Million
276.35%
% of portfolio
0.52%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
571Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Northwestern Mutual Wealth Management CO1.06MShares$178 Million0.15% of portfolio
-
Beacon Capital Management, Inc.1.03MShares$174 Million7.75% of portfolio
-
Morgan Stanley New York, NY982KShares$165 Million0.01% of portfolio
-
Envestnet Asset Management Inc705KShares$119 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$104 Million0.01% of portfolio