Lodestone Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,057 shares of VOO stock, worth $560,685. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,057
Previous 1,051
0.57%
Holding current value
$560,685
Previous $555 Million
2.72%
% of portfolio
0.29%
Previous 0.28%
Shares
9 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