Sound View Wealth Advisors Group, LLC Vanguard Utilities ETF Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
Shares
6 transactions
Others Institutions Holding VPU
# of Institutions
642Shares Held
18.1MCall Options Held
85.2KPut Options Held
26.6K-
Wealthfront Advisers LLC4.58MShares$794 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$194 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$172 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$170 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$116 Million0.05% of portfolio