Colonial River Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Colonial River Wealth Management, LLC
- $201 Million
- Q3 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 513 shares of VOO stock, worth $276,250. This represents 0.13% of its overall portfolio holdings.
Number of Shares
513
Previous 438
17.12%
Holding current value
$276,250
Previous $219,000
23.29%
% of portfolio
0.13%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding VOO
# of Institutions
3,145Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.2 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$12.9 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.6 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.6 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$11.9 Billion0.86% of portfolio