Balanced Wealth Group LLC Vanguard Index Fds S&P 500 ETF Transaction History
Balanced Wealth Group LLC
- $230 Billion
- Q2 2025
A detailed history of Balanced Wealth Group LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 787 shares of VOO stock, worth $486,971. This represents 0.2% of its overall portfolio holdings.
Number of Shares
787Holding current value
$486,971% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
3,737Shares Held
514MCall Options Held
2.83MPut Options Held
3.09M-
Vanguard Group Inc Valley Forge, PA36.8MShares$22.7 Billion0.35% of portfolio
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Jpmorgan Chase & CO New York, NY29.2MShares$18.1 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL28.5MShares$17.6 Billion5.77% of portfolio
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California Public Employees Retirement System Sacramento, CA25.9MShares$16 Billion9.68% of portfolio
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Bank Of America Corp Charlotte, NC25.1MShares$15.5 Billion1.07% of portfolio