Level Financial Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Level Financial Advisors, Inc.
- $271 Million
- Q1 2025
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 90,386 shares of VOO stock, worth $45.7 Million. This represents 17.05% of its overall portfolio holdings.
Number of Shares
90,386
Previous 90,409
0.03%
Holding current value
$45.7 Million
Previous $48.7 Million
5.16%
% of portfolio
17.05%
Previous 19.36%
Shares
14 transactions
Others Institutions Holding VOO
# of Institutions
3,560Shares Held
477MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16.5 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.4 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.1 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$11.9 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$11.8 Billion7.64% of portfolio