Optimist Retirement Group LLC Vanguard Utilities ETF Transaction History
Optimist Retirement Group LLC
- $204 Million
- Q2 2025
A detailed history of Optimist Retirement Group LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Optimist Retirement Group LLC holds 1,144 shares of VPU stock, worth $220,597. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,144
Previous 1,317
13.14%
Holding current value
$220,597
Previous $224,000
10.27%
% of portfolio
0.1%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
691Shares Held
13.9MCall Options Held
43.8KPut Options Held
9.6K-
Morgan Stanley New York, NY1.17MShares$226 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC974KShares$188 Million0.01% of portfolio
-
Beacon Capital Management, Inc.737KShares$142 Million6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC735KShares$142 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO646KShares$125 Million0.08% of portfolio