Plante Moran Financial Advisors, LLC Vanguard Utilities ETF Transaction History
Plante Moran Financial Advisors, LLC
- $927 Million
- Q1 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 123 shares of VPU stock, worth $18,247. This represents 0.0% of its overall portfolio holdings.
Number of Shares
123
Previous 107
14.95%
Holding current value
$18,247
Previous $14,000
21.43%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding VPU
# of Institutions
519Shares Held
12MCall Options Held
51.1KPut Options Held
16.2K-
Beacon Capital Management, Inc.1.17MShares$174 Million7.17% of portfolio
-
Morgan Stanley New York, NY959KShares$142 Million0.01% of portfolio
-
Envestnet Asset Management Inc737KShares$109 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$90.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$81.8 Million0.04% of portfolio