Lifeworks Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 788 shares of VOO stock, worth $438,640. This represents 0.08% of its overall portfolio holdings.
Number of Shares
788
Previous 779
1.16%
Holding current value
$438,640
Previous $411,000
3.16%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding VOO
# of Institutions
3,364Shares Held
440MCall Options Held
2.07MPut Options Held
2.55M-
Vanguard Group Inc Valley Forge, PA32.5MShares$18.1 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.7 Billion5.4% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$13.1 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$13 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$13 Billion7.64% of portfolio