Monterey Private Wealth, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 12,480 shares of VOO stock, worth $6.33 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
12,480
Previous 13,234
5.7%
Holding current value
$6.33 Million
Previous $6.98 Million
3.71%
% of portfolio
2.22%
Previous 2.39%
Shares
20 transactions
Others Institutions Holding VOO
# of Institutions
3,537Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16.5 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.4 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.1 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$11.9 Billion7.64% of portfolio