Triad Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 33,853 shares of VOO stock, worth $18.7 Million. This represents 9.5% of its overall portfolio holdings.
Number of Shares
33,853
Previous 32,164
5.25%
Holding current value
$18.7 Million
Previous $16.1 Billion
11.05%
% of portfolio
9.5%
Previous 8.43%
Shares
3 transactions
Others Institutions Holding VOO
# of Institutions
3,155Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.6 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.2 Billion1.03% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.9 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.9 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12.2 Billion0.86% of portfolio