Clear Perspectives Financial Planning, LLC Vanguard Utilities ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 600 shares of VPU stock, worth $100,836. This represents 0.05% of its overall portfolio holdings.
Number of Shares
600
Previous 600
-0.0%
Holding current value
$100,836
Previous $92,000
4.35%
% of portfolio
0.05%
Previous 0.05%
Shares
3 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