Fusion Family Wealth LLC Vanguard Index Fds S&P 500 ETF Transaction History
Fusion Family Wealth LLC
- $982 Million
- Q2 2024
A detailed history of Fusion Family Wealth LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Fusion Family Wealth LLC holds 338,089 shares of VOO stock, worth $171 Million. This represents 17.22% of its overall portfolio holdings.
Number of Shares
338,089
Previous 339,807
0.51%
Holding current value
$171 Million
Previous $163 Million
3.52%
% of portfolio
17.22%
Previous 16.93%
Shares
29 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$13.9 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$11.7 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$11.6 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$10.6 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.1 Billion0.78% of portfolio