Summit Financial, LLC Vanguard Utilities ETF Transaction History
Summit Financial, LLC
- $2.54 Billion
- Q3 2024
A detailed history of Summit Financial, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Summit Financial, LLC holds 7,199 shares of VPU stock, worth $1.25 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,199
Previous 6,822
5.53%
Holding current value
$1.25 Million
Previous $1.01 Million
24.08%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
592Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$180 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$167 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$123 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$117 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$107 Million0.05% of portfolio