Navis Wealth Advisors, LLC Vanguard Utilities ETF Transaction History
Navis Wealth Advisors, LLC
- $89.6 Million
- Q4 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 5,000 shares of VPU stock, worth $837,900. This represents 0.91% of its overall portfolio holdings.
Number of Shares
5,000
Previous 5,000
-0.0%
Holding current value
$837,900
Previous $870,000
6.09%
% of portfolio
0.91%
Previous 0.96%
Shares
3 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