Northwest Financial Advisors Vanguard Utilities ETF Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 2,980 shares of VPU stock, worth $503,769. This represents 0.3% of its overall portfolio holdings.
Number of Shares
2,980
Previous 2,129
39.97%
Holding current value
$503,769
Previous $304 Million
45.21%
% of portfolio
0.3%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
570Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Northwestern Mutual Wealth Management CO1.06MShares$179 Million0.15% of portfolio
-
Beacon Capital Management, Inc.1.03MShares$175 Million7.75% of portfolio
-
Morgan Stanley New York, NY982KShares$166 Million0.01% of portfolio
-
Envestnet Asset Management Inc705KShares$119 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$105 Million0.01% of portfolio