Phillips Wealth Planners LLC Vanguard Index Fds S&P 500 ETF Transaction History
Phillips Wealth Planners LLC
- $94.9 Billion
- Q2 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 8,558 shares of VOO stock, worth $4.25 Million. This represents 4.65% of its overall portfolio holdings.
Number of Shares
8,558
Previous 8,744
2.13%
Holding current value
$4.25 Million
Previous $4.05 Billion
9.09%
% of portfolio
4.65%
Previous 4.65%
Shares
7 transactions
Others Institutions Holding VOO
# of Institutions
2,996Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$13.7 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$11.5 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$11.4 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$10.5 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$9.88 Billion0.78% of portfolio