Bwm Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 791 shares of VOO stock, worth $423,327. This represents 0.19% of its overall portfolio holdings.

Number of Shares

791

Holding current value

$423,327

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$475.2 - $527.7 $375,883 - $417,410	791 New	791 $418 Million

Others Institutions Holding VOO

# of Institutions

3,023

Shares Held

374M

Call Options Held

1.16M

Put Options Held

1.02M

Vanguard Group Inc Valley Forge, PA

27.6M
Shares

$14.8 Billion
0.27% of portfolio
Raymond James & Associates St Petersburg, FL

23.1M
Shares

$12.4 Billion
7.69% of portfolio
Bank Of America Corp Charlotte, NC

22.9M
Shares

$12.3 Billion
1.03% of portfolio
Jpmorgan Chase & CO New York, NY

21M
Shares

$11.3 Billion
0.93% of portfolio
Morgan Stanley New York, NY

19.9M
Shares

$10.7 Billion
0.78% of portfolio

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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