Collaborative Wealth Managment Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 1,458 shares of VOO stock, worth $762,111. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,458
Previous 1,587
8.13%
Holding current value
$762,111
Previous $762,000
4.33%
% of portfolio
0.37%
Previous 0.39%
Shares
10 transactions
Others Institutions Holding VOO
# of Institutions
3,000Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.4 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$12.1 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.4 Billion0.78% of portfolio