Lyell Wealth Management, LP Vanguard Index Fds S&P 500 ETF Transaction History
Lyell Wealth Management, LP
- $1.1 Billion
- Q4 2024
A detailed history of Lyell Wealth Management, LP transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lyell Wealth Management, LP holds 2,554 shares of VOO stock, worth $1.4 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,554
Previous 3,082
17.13%
Holding current value
$1.4 Million
Previous $1.63 Million
15.38%
% of portfolio
0.12%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding VOO
# of Institutions
3,522Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$17.8 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.4 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$13.1 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.9 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio