Sovereign Financial Group, Inc. Vanguard Utilities ETF Transaction History
Sovereign Financial Group, Inc.
- $374 Million
- Q1 2024
A detailed history of Sovereign Financial Group, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 8,185 shares of VPU stock, worth $1.21 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,185
Previous 8,304
1.43%
Holding current value
$1.21 Million
Previous $1.14 Million
2.55%
% of portfolio
0.31%
Previous 0.35%
Shares
13 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