One Charles Private Wealth Services, LLC Vanguard Utilities ETF Transaction History
One Charles Private Wealth Services, LLC
- $254 Million
- Q3 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 1,443 shares of VPU stock, worth $238,138. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,443
Previous 1,545
6.6%
Holding current value
$238,138
Previous $228,000
10.09%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
596Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$171 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$159 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$117 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$111 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$101 Million0.05% of portfolio