Western Pacific Wealth Management, LP Vanguard Utilities ETF Transaction History
Western Pacific Wealth Management, LP
- $149 Million
- Q3 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 $257,874. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,484
Previous 1,484
-0.0%
Holding current value
$257,874
Previous $219,000
17.81%
% of portfolio
0.17%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
592Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$180 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$167 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$123 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$117 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$107 Million0.05% of portfolio