Roger Wittlin Investment Advisory, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Roger Wittlin Investment Advisory, LLC
- $176 Million
- Q4 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 3,191 shares of VOO stock, worth $1.79 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
3,191
Previous 3,041
4.93%
Holding current value
$1.79 Million
Previous $1.6 Million
7.17%
% of portfolio
0.98%
Previous 0.94%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,471Shares Held
473MCall Options Held
2.41MPut Options Held
1.46M-
Vanguard Group Inc Valley Forge, PA32.5MShares$18.2 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.8 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$13.4 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$13.2 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$13.1 Billion7.64% of portfolio