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 $242,510. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,443
Previous 1,545
6.6%
Holding current value
$242,510
Previous $228,000
10.09%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
612Shares Held
12.5MCall Options Held
39.4KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$174 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$162 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$119 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$113 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$103 Million0.05% of portfolio