Financial Synergies Wealth Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $762 Billion
- Q1 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 4,144 shares of VOO stock, worth $2.12 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
4,144
Previous 3,488
18.81%
Holding current value
$2.12 Million
Previous $1.23 Billion
62.56%
% of portfolio
0.26%
Previous 0.19%
Shares
17 transactions
Others Institutions Holding VOO
# of Institutions
2,895Shares Held
360MCall Options Held
2.32MPut Options Held
2.09M-
Vanguard Group Inc Valley Forge, PA25.4MShares$13 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23MShares$11.8 Billion7.59% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.5 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.9 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.97 Billion0.76% of portfolio