Summit Financial Strategies, Inc. Vanguard Utilities ETF Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 1,653 shares of VPU stock, worth $289,721. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,653
Previous 1,653
-0.0%
Holding current value
$289,721
Previous $235,000
3.83%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding VPU
# of Institutions
547Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Beacon Capital Management, Inc.1.1MShares$194 Million7.25% of portfolio
-
Northwestern Mutual Wealth Management CO1.06MShares$185 Million0.15% of portfolio
-
Morgan Stanley New York, NY982KShares$172 Million0.01% of portfolio
-
Envestnet Asset Management Inc705KShares$124 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$109 Million0.01% of portfolio