Diversify Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 11,080 shares of VOO stock, worth $6.07 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
11,080
Previous 5,737
93.13%
Holding current value
$6.07 Million
Previous $2.73 Billion
115.92%
% of portfolio
0.57%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,070Shares Held
383MCall Options Held
1.17MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$15.1 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12.6 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11.5 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.9 Billion0.78% of portfolio