Bartlett & Co. Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 314,200 shares of VOO stock, worth $169 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
314,200
Previous 253,308
24.04%
Holding current value
$169 Million
Previous $127 Billion
30.81%
% of portfolio
2.39%
Previous 1.93%
Shares
27 transactions
Others Institutions Holding VOO
# of Institutions
3,028Shares Held
374MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.8 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.6 Billion7.64% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12.3 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11.3 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.7 Billion0.78% of portfolio