Stapp Wealth Management, Pllc Vanguard Utilities ETF Transaction History
Stapp Wealth Management, Pllc
- $56.8 Million
- Q3 2024
A detailed history of Stapp Wealth Management, Pllc transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Stapp Wealth Management, Pllc holds 14,673 shares of VPU stock, worth $2.4 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
14,673
Previous 14,092
4.12%
Holding current value
$2.4 Million
Previous $2.08 Million
22.5%
% of portfolio
4.49%
Previous 3.93%
Shares
5 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