Twelve Points Wealth Management LLC Vanguard Energy ETF Transaction History
Twelve Points Wealth Management LLC
- $265 Million
- Q1 2024
A detailed history of Twelve Points Wealth Management LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 1,747 shares of VDE stock, worth $220,384. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,747
Previous 1,745
0.11%
Holding current value
$220,384
Previous $204,000
12.75%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
24.1MCall Options Held
116KPut Options Held
20.9K-
Bank Of America Corp Charlotte, NC2.44MShares$308 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.66MShares$209 Million0.02% of portfolio
-
Ubs Group Ag1.66MShares$209 Million0.05% of portfolio
-
Beacon Capital Management, Inc.1.32MShares$167 Million7.5% of portfolio
-
Wealthfront Advisers LLC991KShares$125 Million0.46% of portfolio