Hillcrest Wealth Advisors Ny, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $185 Million
- Q1 2024
A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 90,441 shares of VOO stock, worth $46.7 Million. This represents 23.56% of its overall portfolio holdings.
Number of Shares
90,441
Previous 94,251
4.04%
Holding current value
$46.7 Million
Previous $41.2 Million
5.6%
% of portfolio
23.56%
Previous 22.69%
Shares
22 transactions
Others Institutions Holding VOO
# of Institutions
2,897Shares Held
360MCall Options Held
2.32MPut Options Held
2.09M-
Vanguard Group Inc Valley Forge, PA25.4MShares$13.1 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23MShares$11.9 Billion7.59% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.6 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$11 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$10.1 Billion0.76% of portfolio