Wealthspire Advisors, LLC Vanguard Utilities ETF Transaction History
Wealthspire Advisors, LLC
- $7.49 Billion
- Q1 2024
A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 17,150 shares of VPU stock, worth $2.53 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,150
Previous 17,274
0.72%
Holding current value
$2.53 Million
Previous $2.37 Million
3.3%
% of portfolio
0.03%
Previous 0.03%
Shares
11 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