One Charles Private Wealth Services, LLC Vanguard Utilities ETF Transaction History
One Charles Private Wealth Services, LLC
- $254 Million
- Q3 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 1,443 shares of VPU stock, worth $243,390. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,443
Previous 1,545
6.6%
Holding current value
$243,390
Previous $228,000
10.09%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
621Shares Held
17.3MCall Options Held
39.4KPut Options Held
20.4K-
Wealthfront Advisers LLC4.58MShares$773 Million0.62% of portfolio
-
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$120 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$113 Million0.04% of portfolio