Rooted Wealth Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Rooted Wealth Advisors, Inc.
- $224 Million
- Q3 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 75,159 shares of VOO stock, worth $40.4 Million. This represents 17.5% of its overall portfolio holdings.
Number of Shares
75,159
Previous 74,628
0.71%
Holding current value
$40.4 Million
Previous $37.9 Million
3.48%
% of portfolio
17.5%
Previous 16.73%
Shares
8 transactions
Others Institutions Holding VOO
# of Institutions
3,157Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.1 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$12.9 Billion1.03% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.6 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.6 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$11.8 Billion0.86% of portfolio