Lwm Advisors Inc Vanguard Index Fds S&P 500 ETF Transaction History
Lwm Advisors Inc
- $97.3 Billion
- Q1 2025
A detailed history of Lwm Advisors Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lwm Advisors Inc holds 402 shares of VOO stock, worth $231,238. This represents 0.21% of its overall portfolio holdings.
Number of Shares
402
Previous 386
4.15%
Holding current value
$231,238
Previous $208 Million
0.13%
% of portfolio
0.21%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,640Shares Held
526MCall Options Held
2.1MPut Options Held
1.61M-
Afbi LP Miami Beach, FL39.9MShares$22.9 Billion100.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA34.5MShares$19.8 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$16.8 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.7MShares$15.3 Billion5.31% of portfolio
-
Bank Of America Corp Charlotte, NC24.6MShares$14.1 Billion1.04% of portfolio