Centricity Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 2025
A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 28,164 shares of VOO stock, worth $13.9 Million. This represents 13.14% of its overall portfolio holdings.
Number of Shares
28,164
Previous 27,669
1.79%
Holding current value
$13.9 Million
Previous $14.9 Billion
2.92%
% of portfolio
13.14%
Previous 13.92%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,558Shares Held
475MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16.1 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.1 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$11.8 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$11.7 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$11.6 Billion7.64% of portfolio