Primoris Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Primoris Wealth Advisors, LLC
- $128 Million
- Q4 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 9,811 shares of VOO stock, worth $5.2 Million. This represents 4.14% of its overall portfolio holdings.
Number of Shares
9,811
Previous 8,786
11.67%
Holding current value
$5.2 Million
Previous $4.64 Million
14.02%
% of portfolio
4.14%
Previous 3.34%
Shares
9 transactions
Others Institutions Holding VOO
# of Institutions
3,523Shares 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