Mittelman Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History
Mittelman Wealth Management
- $176 Billion
- Q3 2024
A detailed history of Mittelman Wealth Management transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 39,815 shares of VOO stock, worth $21.7 Million. This represents 11.94% of its overall portfolio holdings.
Number of Shares
39,815
Previous 26,149
52.26%
Holding current value
$21.7 Million
Previous $13.1 Billion
60.65%
% of portfolio
11.94%
Previous 8.48%
Shares
3 transactions
Others Institutions Holding VOO
# of Institutions
3,148Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.4 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.1 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.8 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12 Billion0.86% of portfolio