Family Wealth Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Family Wealth Group, LLC
- $78.3 Million
- Q4 2023
A detailed history of Family Wealth Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 35,606 shares of VOO stock, worth $17.8 Million. This represents 19.87% of its overall portfolio holdings.
Number of Shares
35,606Holding current value
$17.8 Million% of portfolio
19.87%Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
2,915Shares Held
361MCall Options Held
2.32MPut Options Held
2.05M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.7 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$11.6 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.3 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.6 Billion0.93% of portfolio
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Morgan Stanley New York, NY19.5MShares$9.76 Billion0.76% of portfolio