Stone Point Wealth LLC Vanguard Index Fds S&P 500 ETF Transaction History
Stone Point Wealth LLC
- $275 Million
- Q2 2024
A detailed history of Stone Point Wealth LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 1,023 shares of VOO stock, worth $538,762. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,023
Previous 1,058
3.31%
Holding current value
$538,762
Previous $508,000
0.59%
% of portfolio
0.19%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding VOO
# of Institutions
3,001Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.5 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$12.2 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12.1 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11.1 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.5 Billion0.78% of portfolio