Capital Advisors Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Capital Advisors Wealth Management, LLC
- $681 Million
- Q3 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 2,408 shares of VOO stock, worth $1.51 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,408
Previous 734
228.07%
Holding current value
$1.51 Million
Previous $416,000
254.33%
% of portfolio
0.22%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VOO
# of Institutions
3,803Shares Held
513MCall Options Held
2.83MPut Options Held
3.09M-
Vanguard Group Inc Valley Forge, PA36.8MShares$23.1 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$18.3 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL28.5MShares$17.9 Billion5.77% of portfolio
-
California Public Employees Retirement System Sacramento, CA25.9MShares$16.2 Billion9.68% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$15.7 Billion1.07% of portfolio