Martel Wealth Advisors Inc Vanguard Index Fds S&P 500 ETF Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 4,228 shares of VOO stock, worth $2.26 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
4,228
Previous 4,241
0.31%
Holding current value
$2.26 Million
Previous $2.12 Billion
4.98%
% of portfolio
0.46%
Previous 0.45%
Shares
24 transactions
Others Institutions Holding VOO
# of Institutions
3,023Shares 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$12.5 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