United Financial Planning Group LLC Vanguard Utilities ETF Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, United Financial Planning Group LLC holds 1,691 shares of VPU stock, worth $328,138. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,691Holding current value
$328,138% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
702Shares Held
13.6MCall Options Held
43.8KPut Options Held
9.6K-
Morgan Stanley New York, NY1.17MShares$227 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC974KShares$189 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$162 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO646KShares$125 Million0.08% of portfolio
-
Beacon Capital Management, Inc.639KShares$124 Million6.29% of portfolio