Trinity Point Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
A detailed history of Trinity Point Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 1,426 shares of VOO stock, worth $729,085. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,426
Previous 1,215
17.37%
Holding current value
$729,085
Previous $641,000
19.81%
% of portfolio
0.11%
Previous 0.09%
Shares
22 transactions
Others Institutions Holding VOO
# of Institutions
3,533Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16.6 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.5 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.2 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.1 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12 Billion7.64% of portfolio