Roth Financial Partners LLC Vanguard Index Fds S&P 500 ETF Transaction History
Roth Financial Partners LLC
- $232 Million
- Q2 2024
A detailed history of Roth Financial Partners LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Roth Financial Partners LLC holds 27,435 shares of VOO stock, worth $14 Million. This represents 5.92% of its overall portfolio holdings.
Number of Shares
27,435
Previous 25,239
8.7%
Holding current value
$14 Million
Previous $12.1 Million
13.1%
% of portfolio
5.92%
Previous 5.37%
Shares
14 transactions
Others Institutions Holding VOO
# of Institutions
2,887Shares Held
360MCall Options Held
2.32MPut Options Held
2.09M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.9 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23MShares$11.7 Billion7.59% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.5 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.8 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.95 Billion0.76% of portfolio