Morris Retirement Advisors, LLC Vanguard Utilities ETF Transaction History
Morris Retirement Advisors, LLC
- $184 Million
- Q4 2024
A detailed history of Morris Retirement Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 19,205 shares of VPU stock, worth $3.25 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
19,205Holding current value
$3.25 Million% of portfolio
1.7%Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
649Shares Held
13.6MCall Options Held
85.2KPut Options Held
26.6K-
Morgan Stanley New York, NY1.12MShares$189 Million0.01% of portfolio
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Beacon Capital Management, Inc.994KShares$168 Million7.27% of portfolio
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Bank Of America Corp Charlotte, NC983KShares$166 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC667KShares$113 Million0.05% of portfolio
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Envestnet Asset Management Inc603KShares$102 Million0.03% of portfolio