Phillips Wealth Planners LLC Vanguard Index Fds S&P 500 ETF Transaction History
Phillips Wealth Planners LLC
- $104 Billion
- Q3 2024
A detailed history of Phillips Wealth Planners LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 8,742 shares of VOO stock, worth $4.59 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
8,742
Previous 8,558
2.15%
Holding current value
$4.59 Million
Previous $4.41 Billion
5.99%
% of portfolio
4.48%
Previous 4.65%
Shares
8 transactions
Others Institutions Holding VOO
# of Institutions
3,066Shares Held
383MCall Options Held
1.17MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.5 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.3 Billion7.64% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.4 Billion0.78% of portfolio