Bwm Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 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 844 shares of VOO stock, worth $461,102. This represents 0.2% of its overall portfolio holdings.
Number of Shares
844
Previous 791
6.7%
Holding current value
$461,102
Previous $418 Million
8.93%
% of portfolio
0.2%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,522Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$17.8 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.4 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$13.1 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.9 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio