Collaborative Wealth Managment Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 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 1,426 shares of VOO stock, worth $778,767. This represents 0.35% of its overall portfolio holdings.
Number of Shares
1,426
Previous 1,458
2.19%
Holding current value
$778,767
Previous $729,000
3.16%
% of portfolio
0.35%
Previous 0.37%
Shares
11 transactions
Others Institutions Holding VOO
# of Institutions
3,155Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.4 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.1 Billion1.03% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.8 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12 Billion0.86% of portfolio