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 $619,035. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,167
Previous 1,167
-0.0%
Holding current value
$619,035
Previous $583,000
5.49%
% of portfolio
0.18%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,523Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$17.2 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.7 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.5 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.4 Billion7.64% of portfolio