Simplicity Wealth,Llc Vanguard Utilities ETF Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
672Shares Held
13MCall Options Held
60.9KPut Options Held
4K-
Morgan Stanley New York, NY1.19MShares$218 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC921KShares$168 Million0.01% of portfolio
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Envestnet Asset Management Inc643KShares$118 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC617KShares$113 Million0.04% of portfolio
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Northwestern Mutual Wealth Management CO611KShares$112 Million0.09% of portfolio