Southern Wealth Management, LLP Vanguard Index Fds S&P 500 ETF Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Southern Wealth Management, LLP holds 36,935 shares of VOO stock, worth $18.7 Million. This represents 5.39% of its overall portfolio holdings.
Number of Shares
36,935
Previous 36,242
1.91%
Holding current value
$18.7 Million
Previous $12.7 Million
9.09%
% of portfolio
5.39%
Previous 5.12%
Shares
14 transactions
Others Institutions Holding VOO
# of Institutions
2,887Shares Held
360MCall Options Held
2.32MPut Options Held
2.09M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.9 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23MShares$11.7 Billion7.59% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.4 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.8 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.89 Billion0.76% of portfolio