Heritage Family Offices, LLP Vanguard Utilities ETF Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 1,700 shares of VPU stock, worth $284,886. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,700
Previous 1,700
-0.0%
Holding current value
$284,886
Previous $296 Million
6.11%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
646Shares Held
18.1MCall Options Held
85.2KPut Options Held
26.6K-
Wealthfront Advisers LLC4.58MShares$768 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$187 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$167 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$165 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$112 Million0.05% of portfolio