Curated Wealth Partners LLC Vanguard Index Fds S&P 500 ETF Transaction History
Curated Wealth Partners LLC
- $862 Million
- Q4 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 48,500 shares of VOO stock, worth $26.5 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
48,500
Previous 44,488
9.02%
Holding current value
$26.5 Million
Previous $23.5 Million
11.32%
% of portfolio
3.03%
Previous 3.05%
Shares
15 transactions
Others Institutions Holding VOO
# of Institutions
3,521Shares Held
473MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$17.8 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.4 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$13.1 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.9 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio