Allied Investment Advisors, LLC Vanguard Utilities ETF Transaction History
Allied Investment Advisors, LLC
- $505 Million
- Q3 2024
A detailed history of Allied Investment Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 132,249 shares of VPU stock, worth $22.5 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
132,249
Previous 130,925
1.01%
Holding current value
$22.5 Million
Previous $19.4 Million
18.85%
% of portfolio
4.56%
Previous 4.55%
Shares
5 transactions
Others Institutions Holding VPU
# of Institutions
565Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Northwestern Mutual Wealth Management CO1.06MShares$180 Million0.15% of portfolio
-
Beacon Capital Management, Inc.1.03MShares$176 Million7.75% of portfolio
-
Morgan Stanley New York, NY982KShares$167 Million0.01% of portfolio
-
Envestnet Asset Management Inc705KShares$120 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$106 Million0.01% of portfolio