Novak & Powell Financial Services, Inc. Vanguard Utilities ETF Transaction History
Novak & Powell Financial Services, Inc.
- $172 Billion
- Q3 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 5,788 shares of VPU stock, worth $1.01 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
5,788
Previous 5,670
2.08%
Holding current value
$1.01 Million
Previous $839 Million
20.11%
% of portfolio
0.58%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
592Shares 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