United Capital Financial Advisers, LLC Vanguard Utilities ETF Transaction History
United Capital Financial Advisers, LLC
- $12 Billion
- Q1 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 14,130 shares of VPU stock, worth $2.08 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,130
Previous 15,475
8.69%
Holding current value
$2.08 Million
Previous $2.12 Million
5.04%
% of portfolio
0.02%
Previous 0.02%
Shares
29 transactions
Others Institutions Holding VPU
# of Institutions
518Shares Held
12MCall Options Held
51.1KPut Options Held
16.2K-
Beacon Capital Management, Inc.1.17MShares$172 Million7.17% of portfolio
-
Morgan Stanley New York, NY959KShares$141 Million0.01% of portfolio
-
Envestnet Asset Management Inc737KShares$109 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$90.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$81.2 Million0.04% of portfolio