Triad Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 2024
A detailed history of Triad Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 32,164 shares of VOO stock, worth $16.8 Million. This represents 8.43% of its overall portfolio holdings.
Number of Shares
32,164
Previous 28,465
12.99%
Holding current value
$16.8 Million
Previous $13.7 Billion
17.56%
% of portfolio
8.43%
Previous 10.5%
Shares
2 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$14.4 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$12.1 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.4 Billion0.78% of portfolio