Wealth Effects LLC Vanguard Utilities ETF Transaction History
Wealth Effects LLC
- $255 Million
- Q4 2024
A detailed history of Wealth Effects LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Wealth Effects LLC holds 2,404 shares of VPU stock, worth $409,617. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,404
Previous 2,404
-0.0%
Holding current value
$409,617
Previous $418,000
6.22%
% of portfolio
0.15%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
646Shares Held
18.1MCall Options Held
85.2KPut Options Held
26.6K-
Wealthfront Advisers LLC4.58MShares$781 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$190 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$169 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$167 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$114 Million0.05% of portfolio