Jackson Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Jackson Wealth Management, LLC
- $535 Million
- Q1 2024
A detailed history of Jackson Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 116,858 shares of VOO stock, worth $58.4 Million. This represents 10.5% of its overall portfolio holdings.
Number of Shares
116,858
Previous 120,373
2.92%
Holding current value
$58.4 Million
Previous $52.6 Million
6.84%
% of portfolio
10.5%
Previous 10.78%
Shares
14 transactions
Others Institutions Holding VOO
# of Institutions
2,882Shares Held
360MCall Options Held
2.32MPut Options Held
2.09M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.7 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23MShares$11.5 Billion7.59% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.3 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.6 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.76 Billion0.76% of portfolio