Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Utilities ETF Transaction History
Centered Wealth LLC Dba Miller Equity Capital Advisors
- $256 Million
- Q3 2024
A detailed history of Centered Wealth LLC Dba Miller Equity Capital Advisors transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 5,105 shares of VPU stock, worth $857,946. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,105
Previous 5,105
-0.0%
Holding current value
$857,946
Previous $755,000
17.62%
% of portfolio
0.35%
Previous 0.31%
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