True Wealth Financial Partners Vanguard Index Fds S&P 500 ETF Transaction History
True Wealth Financial Partners
- $153 Million
- Q2 2024
A detailed history of True Wealth Financial Partners transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, True Wealth Financial Partners holds 33,231 shares of VOO stock, worth $17.6 Million. This represents 10.86% of its overall portfolio holdings.
Number of Shares
33,231
Previous 31,541
5.36%
Holding current value
$17.6 Million
Previous $15.2 Million
9.62%
% of portfolio
10.86%
Previous 10.64%
Shares
11 transactions
Others Institutions Holding VOO
# of Institutions
3,070Shares Held
383MCall Options Held
1.17MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.6 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.4 Billion7.64% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12.2 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11.2 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.5 Billion0.78% of portfolio