Source Financial Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Source Financial Advisors LLC holds 1,167 shares of VOO stock, worth $638,897. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,167
Previous 1,167
-0.0%
Holding current value
$638,897
Previous $583,000
5.49%
% of portfolio
0.18%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,148Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.4 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.1 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.8 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12.1 Billion0.86% of portfolio