Concord Wealth Partners Vanguard Index Fds S&P 500 ETF Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Concord Wealth Partners holds 921 shares of VOO stock, worth $470,888. This represents 0.08% of its overall portfolio holdings.
Number of Shares
921
Previous 634
45.27%
Holding current value
$470,888
Previous $334,000
48.5%
% of portfolio
0.08%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding VOO
# of Institutions
3,533Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16.6 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.5 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.2 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.1 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12 Billion7.64% of portfolio