Wealth Quarterback LLC Vanguard Utilities ETF Transaction History
Wealth Quarterback LLC
- $212 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding VPU
# of Institutions
612Shares Held
12.5MCall Options Held
39.4KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$174 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$162 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$119 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$113 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$103 Million0.05% of portfolio