Whalen Wealth Management Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Whalen Wealth Management Inc.
- $144 Billion
- Q4 2024
A detailed history of Whalen Wealth Management Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 2,383 shares of VOO stock, worth $1.22 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
2,383
Previous 2,615
8.87%
Holding current value
$1.22 Million
Previous $1.38 Billion
6.95%
% of portfolio
0.89%
Previous 0.98%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,547Shares Held
473MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16.6 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.5 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.2 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.1 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12 Billion7.64% of portfolio