One Charles Private Wealth Services, LLC Vanguard Utilities ETF Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 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 1,496 shares of VPU stock, worth $252,868. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,496
Previous 1,443
3.67%
Holding current value
$252,868
Previous $251,000
2.79%
% of portfolio
0.09%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
649Shares Held
13.6MCall Options Held
85.2KPut Options Held
26.6K-
Morgan Stanley New York, NY1.12MShares$189 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$168 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$166 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$113 Million0.05% of portfolio
-
Envestnet Asset Management Inc603KShares$102 Million0.03% of portfolio