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 $283,451. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,655
Previous 1,655
-0.0%
Holding current value
$283,451
Previous $235,000
10.21%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding VPU
# of Institutions
610Shares Held
12.4MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$177 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$165 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$122 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$115 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$105 Million0.05% of portfolio