Summit Wealth & Retirement Planning, Inc. Vanguard Index Fds S&P 500 ETF Call Options Transaction History

Summit Wealth & Retirement Planning, Inc.

$300 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VOO

# of Institutions

3,154

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.7 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.3 Billion
1.04% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$13 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$13 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12.2 Billion
0.86% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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