Western Pacific Wealth Management, LP Vanguard Utilities ETF Transaction History
Western Pacific Wealth Management, LP
- $121 Million
- Q4 2024
A detailed history of Western Pacific Wealth Management, LP transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 1,484 shares of VPU stock, worth $249,401. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,484
Previous 1,484
-0.0%
Holding current value
$249,401
Previous $258,000
6.2%
% of portfolio
0.2%
Previous 0.17%
Shares
1 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