Soa Wealth Advisors, Llc. Vanguard Utilities ETF Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 250 shares of VPU stock, worth $40,895. This represents 0.01% of its overall portfolio holdings.
Number of Shares
250
Previous 250
-0.0%
Holding current value
$40,895
Previous $43,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
596Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$169 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$157 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$116 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$110 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$101 Million0.05% of portfolio