Wealthpoint, LLC Vanguard Utilities ETF Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
A detailed history of Wealthpoint, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Wealthpoint, LLC holds 1,655 shares of VPU stock, worth $318,339. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,655
Previous 1,655
-0.0%
Holding current value
$318,339
Previous $235,000
10.21%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding VPU
# of Institutions
699Shares 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
-
Northwestern Mutual Wealth Management CO658KShares$127 Million0.08% of portfolio
-
Beacon Capital Management, Inc.639KShares$123 Million6.29% of portfolio