Precedent Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 3,343 shares of VOO stock, worth $1.7 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
3,343
Previous 2,303
45.16%
Holding current value
$1.7 Million
Previous $1.01 Billion
59.73%
% of portfolio
0.69%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
2,888Shares Held
360MCall Options Held
2.32MPut Options Held
2.09M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.9 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23MShares$11.7 Billion7.59% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.5 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.8 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.95 Billion0.76% of portfolio