True Wealth Design, LLC Vanguard Utilities ETF Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
A detailed history of True Wealth Design, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, True Wealth Design, LLC holds 348 shares of VPU stock, worth $57,722. This represents 0.02% of its overall portfolio holdings.
Number of Shares
348
Previous 348
-0.0%
Holding current value
$57,722
Previous $51.5 Million
17.66%
% of portfolio
0.02%
Previous 0.01%
Shares
1 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$172 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$160 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$118 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$111 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$102 Million0.05% of portfolio