Optimist Retirement Group LLC Vanguard Utilities ETF Transaction History
Optimist Retirement Group LLC
- $211 Billion
- Q4 2024
A detailed history of Optimist Retirement Group LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Optimist Retirement Group LLC holds 1,312 shares of VPU stock, worth $220,494. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,312
Previous 1,301
0.85%
Holding current value
$220,494
Previous $226 Million
5.36%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
612Shares Held
12.5MCall Options Held
39.4KPut Options Held
20.4K-
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$119 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$113 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$103 Million0.05% of portfolio