Mosaic Family Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Mosaic Family Wealth Partners, LLC
- $674 Billion
- Q3 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 5,422 shares of VOO stock, worth $2.92 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
5,422
Previous 5,124
5.82%
Holding current value
$2.92 Million
Previous $2.56 Billion
11.64%
% of portfolio
0.42%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding VOO
# of Institutions
3,145Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.2 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$12.9 Billion1.04% 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$11.9 Billion0.86% of portfolio