Org Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Org Wealth Partners, LLC

$301 Billion
Q3 2024

A detailed history of Org Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 550 shares of VOO stock, worth $293,139. This represents 0.1% of its overall portfolio holdings.

Number of Shares

550

Holding current value

$293,139

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$475.2 - $527.7 $261,360 - $290,235	550 New	550 $290 Million

Others Institutions Holding VOO

# of Institutions

3,017

Shares Held

374M

Call Options Held

1.16M

Put Options Held

1.02M

Vanguard Group Inc Valley Forge, PA

27.6M
Shares

$14.7 Billion
0.27% of portfolio
Raymond James & Associates St Petersburg, FL

23.1M
Shares

$12.3 Billion
7.69% of portfolio
Bank Of America Corp Charlotte, NC

22.9M
Shares

$12.2 Billion
1.03% of portfolio
Jpmorgan Chase & CO New York, NY

21M
Shares

$11.2 Billion
0.93% of portfolio
Morgan Stanley New York, NY

19.9M
Shares

$10.6 Billion
0.78% of portfolio

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Account

Org Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History