Institutional & Family Asset Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Institutional & Family Asset Management, LLC
- $846 Million
- Q2 2024
A detailed history of Institutional & Family Asset Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 85,340 shares of VOO stock, worth $43.4 Million. This represents 5.04% of its overall portfolio holdings.
Number of Shares
85,340
Previous 80,327
6.24%
Holding current value
$43.4 Million
Previous $38.6 Million
10.54%
% of portfolio
5.04%
Previous 4.68%
Shares
28 transactions
Others Institutions Holding VOO
# of Institutions
2,905Shares Held
362MCall Options Held
2.32MPut Options Held
2.05M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.9 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$11.8 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.5 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.8 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.93 Billion0.76% of portfolio