Lakeridge Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 1,177 shares of VOO stock, worth $644,442. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,177
Previous 1,565
24.79%
Holding current value
$644,442
Previous $783 Million
20.68%
% of portfolio
0.34%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding VOO
# of Institutions
3,076Shares Held
383MCall Options Held
1.17MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$15.1 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12.6 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11.5 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.9 Billion0.78% of portfolio