Trinity Financial Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History
Trinity Financial Advisors LLC
- $209 Million
- Q1 2024
A detailed history of Trinity Financial Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 9,859 shares of VOO stock, worth $4.97 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
9,859
Previous 9,883
0.24%
Holding current value
$4.97 Million
Previous $4.32 Million
9.8%
% of portfolio
2.26%
Previous 2.25%
Shares
12 transactions
Others Institutions Holding VOO
# of Institutions
2,884Shares Held
360MCall Options Held
2.32MPut Options Held
2.09M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.8 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23MShares$11.6 Billion7.59% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.4 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.7 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.85 Billion0.76% of portfolio