Schrum Private Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Schrum Private Wealth Management LLC
- $110 Million
- Q1 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 3,187 shares of VOO stock, worth $1.58 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
3,187
Previous 3,001
6.2%
Holding current value
$1.58 Million
Previous $1.31 Million
16.87%
% of portfolio
1.39%
Previous 1.86%
Shares
10 transactions
Others Institutions Holding VOO
# of Institutions
2,912Shares Held
362MCall Options Held
2.32MPut Options Held
2.05M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.6 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$11.5 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.2 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.6 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.7 Billion0.76% of portfolio