Quaker Wealth Management, LLC Vanguard Utilities ETF Transaction History
Quaker Wealth Management, LLC
- $272 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding VPU
# of Institutions
593Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$182 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$169 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$125 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$118 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$108 Million0.05% of portfolio