Litman Gregory Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Litman Gregory Wealth Management LLC
- $1.15 Billion
- Q4 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 263,167 shares of VOO stock, worth $140 Million. This represents 12.29% of its overall portfolio holdings.
Number of Shares
263,167
Previous 246,825
6.62%
Holding current value
$140 Million
Previous $130 Million
8.87%
% of portfolio
12.29%
Previous 10.92%
Shares
29 transactions
Others Institutions Holding VOO
# of Institutions
3,523Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$17.2 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.7 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.5 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.4 Billion7.64% of portfolio