Simplicity Wealth,Llc Vanguard Index Fds S&P 500 ETF Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 81,271 shares of VOO stock, worth $43.7 Million. This represents 4.14% of its overall portfolio holdings.
Number of Shares
81,271
Previous 110,986
26.77%
Holding current value
$43.7 Million
Previous $55.5 Million
22.74%
% of portfolio
4.14%
Previous 1.28%
Shares
9 transactions
Others Institutions Holding VOO
# of Institutions
3,028Shares Held
374MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.8 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.6 Billion7.64% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12.3 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11.3 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.7 Billion0.78% of portfolio