U.S. Capital Wealth Advisors, LLC Vanguard Utilities ETF Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.41 Billion
- Q1 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 2,783 shares of VPU stock, worth $412,858. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,783
Previous 1,538
80.95%
Holding current value
$412,858
Previous $210,000
88.57%
% of portfolio
0.02%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding VPU
# of Institutions
519Shares Held
12MCall Options Held
51.1KPut Options Held
16.2K-
Beacon Capital Management, Inc.1.17MShares$174 Million7.17% of portfolio
-
Morgan Stanley New York, NY959KShares$142 Million0.01% of portfolio
-
Envestnet Asset Management Inc737KShares$109 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$90.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$81.8 Million0.04% of portfolio