Curated Wealth Partners LLC Vanguard Index Fds S&P 500 ETF Transaction History
Curated Wealth Partners LLC
- $769 Million
- Q3 2024
A detailed history of Curated Wealth Partners LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Curated Wealth Partners LLC holds 44,488 shares of VOO stock, worth $23.4 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
44,488
Previous 41,366
7.55%
Holding current value
$23.4 Million
Previous $20.7 Million
13.47%
% of portfolio
3.05%
Previous 2.94%
Shares
14 transactions
Others Institutions Holding VOO
# of Institutions
3,001Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.5 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$12.2 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12.1 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11.1 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.5 Billion0.78% of portfolio