Financial Synergies Wealth Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 4,105 shares of VOO stock, worth $2.16 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,105
Previous 4,076
0.71%
Holding current value
$2.16 Million
Previous $2.04 Billion
6.27%
% of portfolio
0.27%
Previous 0.27%
Shares
19 transactions
Others Institutions Holding VOO
# of Institutions
3,001Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.5 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$12.2 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12.1 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11.1 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.5 Billion0.78% of portfolio