Baker Tilly Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Baker Tilly Wealth Management, LLC
- $542 Million
- Q1 2024
A detailed history of Baker Tilly Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 39,598 shares of VOO stock, worth $19.8 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
39,598
Previous 36,877
7.38%
Holding current value
$19.8 Million
Previous $16.1 Million
18.17%
% of portfolio
3.51%
Previous 2.7%
Shares
13 transactions
Others Institutions Holding VOO
# of Institutions
2,882Shares Held
360MCall Options Held
2.32MPut Options Held
2.09M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.7 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23MShares$11.5 Billion7.59% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.3 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.6 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.76 Billion0.76% of portfolio