Summit Financial, LLC Vanguard Utilities ETF Transaction History
Summit Financial, LLC
- $2.18 Billion
- Q2 2024
A detailed history of Summit Financial, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Summit Financial, LLC holds 6,822 shares of VPU stock, worth $1.18 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,822
Previous 6,497
5.0%
Holding current value
$1.18 Million
Previous $926,000
8.96%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
548Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Beacon Capital Management, Inc.1.1MShares$191 Million7.25% of portfolio
-
Northwestern Mutual Wealth Management CO1.06MShares$183 Million0.15% of portfolio
-
Morgan Stanley New York, NY982KShares$170 Million0.01% of portfolio
-
Envestnet Asset Management Inc705KShares$122 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$108 Million0.01% of portfolio