Selective Wealth Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 129,977 shares of VOO stock, worth $71 Million. This represents 28.37% of its overall portfolio holdings.
Number of Shares
129,977
Previous 130,029
0.04%
Holding current value
$71 Million
Previous $68.6 Million
2.07%
% of portfolio
28.37%
Previous 28.66%
Shares
18 transactions
Others Institutions Holding VOO
# of Institutions
3,522Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$17.8 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.4 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$13.1 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.9 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio