Ridgecrest Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Ridgecrest Wealth Partners, LLC
- $167 Million
- Q1 2024
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 13,144 shares of VOO stock, worth $6.78 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
13,144
Previous 13,262
0.89%
Holding current value
$6.78 Million
Previous $5.79 Million
9.08%
% of portfolio
3.78%
Previous 3.84%
Shares
13 transactions
Others Institutions Holding VOO
# of Institutions
2,897Shares Held
360MCall Options Held
2.32MPut Options Held
2.09M-
Vanguard Group Inc Valley Forge, PA25.4MShares$13.1 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23MShares$11.9 Billion7.59% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.6 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$11 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$10.1 Billion0.76% of portfolio