Ulland Investment Advisors, LLC Vanguard Utilities ETF Transaction History
Ulland Investment Advisors, LLC
- $125 Million
- Q1 2024
A detailed history of Ulland Investment Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 938 shares of VPU stock, worth $139,152. This represents 0.11% of its overall portfolio holdings.
Number of Shares
938
Previous 938
-0.0%
Holding current value
$139,152
Previous $129,000
3.88%
% of portfolio
0.11%
Previous 0.13%
Shares
4 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