Ae Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Ae Wealth Management LLC
- $8.07 Billion
- Q1 2024
A detailed history of Ae Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 407,936 shares of VOO stock, worth $198 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
407,936
Previous 879,230
53.6%
Holding current value
$198 Million
Previous $384 Million
48.94%
% of portfolio
2.43%
Previous 2.1%
Shares
28 transactions
Others Institutions Holding VOO
# of Institutions
2,879Shares Held
360MCall Options Held
2.32MPut Options Held
2.09M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.3 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23MShares$11.1 Billion7.59% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$10.9 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.3 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.46 Billion0.76% of portfolio