True Wealth Financial Partners Vanguard Index Fds S&P 500 ETF Transaction History
True Wealth Financial Partners
- $159 Million
- Q4 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 29,824 shares of VOO stock, worth $16 Million. This represents 10.09% of its overall portfolio holdings.
Number of Shares
29,824
Previous 29,862
0.13%
Holding current value
$16 Million
Previous $15.8 Million
1.98%
% of portfolio
10.09%
Previous 9.6%
Shares
13 transactions
Others Institutions Holding VOO
# of Institutions
3,514Shares Held
476MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$17.5 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.2 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.9 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.7 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.6 Billion7.64% of portfolio