Forvis Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 245,359 shares of VOO stock, worth $122 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
245,359
Previous 200,541
22.35%
Holding current value
$122 Million
Previous $96.4 Million
27.29%
% of portfolio
3.1%
Previous 2.47%
Shares
26 transactions
Others Institutions Holding VOO
# of Institutions
2,996Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$13.7 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$11.5 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$11.4 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$10.5 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$9.88 Billion0.78% of portfolio