United Financial Planning Group LLC Vanguard Utilities ETF Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, United Financial Planning Group LLC holds 1,691 shares of VPU stock, worth $325,263. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,691Holding current value
$325,263% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
698Shares Held
13.7MCall Options Held
26.3KPut Options Held
4.1K-
Morgan Stanley New York, NY1.11MShares$213 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$194 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$160 Million0.05% of portfolio
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Northwestern Mutual Wealth Management CO658KShares$127 Million0.08% of portfolio
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Beacon Capital Management, Inc.639KShares$123 Million6.29% of portfolio