Mosaic Family Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Mosaic Family Wealth Partners, LLC
- $693 Billion
- Q4 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 5,469 shares of VOO stock, worth $2.9 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
5,469
Previous 5,422
0.87%
Holding current value
$2.9 Million
Previous $2.86 Billion
3.0%
% of portfolio
0.43%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding VOO
# of Institutions
3,530Shares 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