Phillips Wealth Planners LLC Vanguard Index Fds S&P 500 ETF Transaction History
Phillips Wealth Planners LLC
- $104 Billion
- Q3 2024
A detailed history of Phillips Wealth Planners LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 8,742 shares of VOO stock, worth $4.77 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
8,742
Previous 8,558
2.15%
Holding current value
$4.77 Million
Previous $4.41 Billion
5.99%
% of portfolio
4.48%
Previous 4.65%
Shares
8 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