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 $6.15 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
11,080
Previous 5,737
93.13%
Holding current value
$6.15 Million
Previous $2.73 Billion
115.92%
% of portfolio
0.57%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,154Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.7 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.3 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$13 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$13 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12.2 Billion0.86% of portfolio