Atlantic Private Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q3 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 869 shares of VOO stock, worth $467,956. This represents 0.35% of its overall portfolio holdings.
Number of Shares
869
Previous 869
-0.0%
Holding current value
$467,956
Previous $434,000
5.53%
% of portfolio
0.35%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,145Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.2 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$12.9 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.6 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.6 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$11.9 Billion0.86% of portfolio