Warren Averett Asset Management, LLC Vanguard Utilities ETF Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 10,522 shares of VPU stock, worth $1.77 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,522
Previous 10,651
1.21%
Holding current value
$1.77 Million
Previous $1.58 Million
16.25%
% of portfolio
0.03%
Previous 0.03%
Shares
3 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