True Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 752 shares of VOO stock, worth $421,646. This represents 0.15% of its overall portfolio holdings.
Number of Shares
752
Previous 752
-0.0%
Holding current value
$421,646
Previous $396,000
2.27%
% of portfolio
0.15%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding VOO
# of Institutions
3,471Shares Held
473MCall Options Held
2.41MPut Options Held
1.46M-
Vanguard Group Inc Valley Forge, PA32.5MShares$18.2 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.8 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$13.4 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$13.2 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$13.1 Billion7.64% of portfolio