Level Financial Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Level Financial Advisors, Inc.
- $210 Million
- Q1 2024
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 96,424 shares of VOO stock, worth $49.7 Million. This represents 22.03% of its overall portfolio holdings.
Number of Shares
96,424
Previous 97,962
1.57%
Holding current value
$49.7 Million
Previous $42.8 Million
8.32%
% of portfolio
22.03%
Previous 21.75%
Shares
10 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