Rooted Wealth Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 77,431 shares of VOO stock, worth $39.6 Million. This represents 16.53% of its overall portfolio holdings.
Number of Shares
77,431
Previous 76,440
1.3%
Holding current value
$39.6 Million
Previous $41.4 Million
4.37%
% of portfolio
16.53%
Previous 16.18%
Shares
10 transactions
Others Institutions Holding VOO
# of Institutions
3,556Shares Held
475MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16.6 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.5 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.2 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.1 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12 Billion7.64% of portfolio