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 $418,600. This represents 0.15% of its overall portfolio holdings.
Number of Shares
752
Previous 752
-0.0%
Holding current value
$418,600
Previous $396,000
2.27%
% of portfolio
0.15%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding VOO
# of Institutions
3,364Shares Held
440MCall Options Held
2.07MPut Options Held
2.55M-
Vanguard Group Inc Valley Forge, PA32.5MShares$18.1 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.7 Billion5.4% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.3 Billion1.03% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$13 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$13 Billion7.64% of portfolio